LTM
NET icon

Lotus Technology Management’s Cloudflare NET Stock Holding History

Lotus Technology 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 		– Sell
-1,616
Closed -$333K – 92
2026
Q1 		$333K Sell
1,616
-199
-11% -$37.9K 1.23% 24
2025
Q4 		$358K Buy
+1,815
New +$384K 0.2% 109

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

Lotus Technology Management's NET Position: Q2 2026 in Review

Lotus Technology Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 1,616 shares — an estimated $333K sold.

Lotus Technology Management first reported a position in NET in Q4 2025 and held it in 2 quarters. The position peaked at $358K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lotus Technology Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Lotus Technology Management sold 1,616 Cloudflare shares in Q2 2026, an estimated $333K.
  • Lotus Technology Management first reported a position in Cloudflare in Q4 2025 and held it in 2 quarters.
  • Lotus Technology Management's Cloudflare position peaked at $358K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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