MCP
NET icon

Meridiem Capital Partners’s Cloudflare NET Stock Holding History

Meridiem Capital Partners’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 		$22.5M Buy
109,062
+40,428
+59% +$7.71M 1.47% 26
2025
Q4 		$13.5M Buy
+68,634
New +$14.5M 0.82% 43

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridiem Capital Partners's NET Position: Q1 2026 in Review

Meridiem Capital Partners increased its Cloudflare (NET) stake by 59% in Q1 2026, buying an estimated $7.71M and bringing the position to 109,062 shares worth $22.5M. The position accounts for 1.47% of the portfolio, ranked #26.

Meridiem Capital Partners first reported a position in NET in Q4 2025 and has held it in 2 quarters since. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Meridiem Capital Partners held 109,062 shares of Cloudflare worth $22.5M as of Q1 2026.
  • Meridiem Capital Partners bought 40,428 Cloudflare shares in Q1 2026, an estimated $7.71M.
  • Cloudflare made up 1.47% of Meridiem Capital Partners's portfolio in Q1 2026, its #26 holding.
  • Meridiem Capital Partners first reported a position in Cloudflare in Q4 2025 and has held it in 2 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Meridiem Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.