LIM
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Lingotto Investment Management’s Cloudflare NET Stock Holding History

Lingotto Investment 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 		$73.6M Hold
300,023
– – 1.58% 15
2026
Q1 		$61.9M Buy
300,023
+124,388
+71% +$23.7M 1.22% 15
2025
Q4 		$34.6M Buy
+175,635
New +$37.2M 0.6% 23

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lingotto Investment Management's NET Position: Q2 2026 in Review

Lingotto Investment Management held its Cloudflare (NET) position steady in Q2 2026 at 300,023 shares worth $73.6M. The position accounts for 1.58% of the portfolio, ranked #15.

Lingotto Investment Management first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lingotto Investment Management held 300,023 shares of Cloudflare worth $73.6M as of Q2 2026.
  • Lingotto Investment Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 1.58% of Lingotto Investment Management's portfolio in Q2 2026, its #15 holding.
  • Lingotto Investment Management first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lingotto Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.