Discovery Capital Management’s Cloudflare NET Stock Holding History

Discovery Capital Management’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Buy	+10,932	New	+$2.39M	0.11%	76

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Discovery Capital Management's NET Position: Q2 2026 in Review

Discovery Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 10,932 shares worth $2.68M. The stake represents 0.11% of the portfolio and ranks #76 among its holdings.

1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Discovery Capital Management held 10,932 shares of Cloudflare worth $2.68M as of Q2 2026.
Cloudflare was a new Discovery Capital Management position in Q2 2026.
Cloudflare made up 0.11% of Discovery Capital Management's portfolio in Q2 2026, its #76 holding.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.