Hidden Lake Asset Management’s Cloudflare NET Stock Holding History

Hidden Lake Asset 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 Q1	$6.62M	Buy	+32,107	New	+$6.12M	2%	19
2023 Q1	–	Sell	-59,748	Closed	-$2.7M	–	26
2022 Q4	$2.7M	Buy	+59,748	New	+$2.96M	1.16%	17
2022 Q2	–	Sell	-38,270	Closed	-$4.58M	–	33
2022 Q1	$4.58M	Buy	+38,270	New	+$3.99M	1.57%	19
2021 Q1	–	Sell	-46,579	Closed	-$3.54M	–	24
2020 Q4	$3.54M	Sell	46,579 -122,821	-73%	-$8.05M	1.39%	19
2020 Q3	$6.96M	Buy	169,400 +59,428	+54%	+$2.28M	4.46%	9
2020 Q2	$3.95M	Sell	109,972 -144,907	-57%	-$4.05M	2.12%	16
2020 Q1	$5.99M	Buy	+254,879	New	+$4.96M	9.57%	6

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hidden Lake Asset Management's NET Position: Q1 2026 in Review

Hidden Lake Asset Management opened a new position in Cloudflare (NET) in Q1 2026: 32,107 shares worth $6.62M. The stake represents 2% of the portfolio and ranks #19 among its holdings. This is a return to the name: Hidden Lake Asset Management previously reported a position in NET as recently as Q4 2022.

Hidden Lake Asset Management first reported a position in NET in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.96M in Q3 2020. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Hidden Lake Asset Management held 32,107 shares of Cloudflare worth $6.62M as of Q1 2026.
Cloudflare was a new Hidden Lake Asset Management position in Q1 2026.
Cloudflare made up 2% of Hidden Lake Asset Management's portfolio in Q1 2026, its #19 holding.
Hidden Lake Asset Management first reported a position in Cloudflare in Q1 2020 and has held it in 7 quarters since.
Hidden Lake Asset Management's Cloudflare position peaked at $6.96M in Q3 2020.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Hidden Lake Asset Management's 13F filing for Q1 2026, filed 14 May 2026.