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Maytus Capital Management’s Cloudflare NET Stock Holding History

Maytus 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 		– Sell
-40,296
Closed -$8.31M – 86
2026
Q1 		$8.31M Buy
40,296
+34,296
+572% +$6.54M 1.48% 29
2025
Q4 		$1.18M Buy
+6,000
New +$1.27M 0.28% 56
2025
Q3 		– Sell
-45,464
Closed -$8.9M – 80
2025
Q2 		$8.9M Sell
45,464
-24,536
-35% -$3.56M 1.64% 23
2025
Q1 		$7.89M Hold
70,000
– – 2.43% 15
2024
Q4 		$7.54M Buy
70,000
+10,000
+17% +$977K 2.63% 11
2024
Q3 		$4.85M Sell
60,000
-57,500
-49% -$4.62M 1.71% 27
2024
Q2 		$9.73M Buy
117,500
+63,500
+118% +$5.12M 3.48% 6
2024
Q1 		$5.23M Sell
54,000
-18,433
-25% -$1.67M 2.22% 15
2023
Q4 		$6.03M Sell
72,433
-12,567
-15% -$879K 2.41% 18
2023
Q3 		$5.36M Buy
85,000
+42,500
+100% +$2.72M 2.98% 13
2023
Q2 		$2.78M Sell
42,500
-35,500
-46% -$2.12M 1.37% 32
2023
Q1 		$4.81M Buy
78,000
+41,000
+111% +$2.24M 3.1% 11
2022
Q4 		$1.67M Buy
+37,000
New +$1.83M 1.89% 21

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

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

Maytus Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 40,296 shares — an estimated $8.31M sold.

Maytus Capital Management first reported a position in NET in Q4 2022 and held it in 13 quarters. The position peaked at $9.73M in Q2 2024. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Maytus Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Maytus Capital Management sold 40,296 Cloudflare shares in Q2 2026, an estimated $8.31M.
  • Maytus Capital Management first reported a position in Cloudflare in Q4 2022 and held it in 13 quarters.
  • Maytus Capital Management's Cloudflare position peaked at $9.73M in Q2 2024.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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