KCM
NET icon

Kodai Capital Management’s Cloudflare NET Stock Holding History

Kodai 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
2025
Q1 		$28.7M Buy
254,642
+118,569
+87% +$15.7M 1.14% 31
2024
Q4 		$14.7M Sell
136,073
-30,531
-18% -$2.98M 0.6% 52
2024
Q3 		$13.5M Buy
+166,604
New +$13.4M 0.28% 100

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kodai Capital Management's NET Position: Q1 2025 in Review

Kodai Capital Management increased its Cloudflare (NET) stake by 87% in Q1 2025, buying an estimated $15.7M and bringing the position to 254,642 shares worth $28.7M. The position accounts for 1.14% of the portfolio, ranked #31.

Kodai Capital Management first reported a position in NET in Q3 2024 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold NET as of Q1 2025.

  • Kodai Capital Management held 254,642 shares of Cloudflare worth $28.7M as of Q1 2025.
  • Kodai Capital Management bought 118,569 Cloudflare shares in Q1 2025, an estimated $15.7M.
  • Cloudflare made up 1.14% of Kodai Capital Management's portfolio in Q1 2025, its #31 holding.
  • Kodai Capital Management first reported a position in Cloudflare in Q3 2024 and has held it in 3 quarters since.
  • 872 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.