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Polymer Capital Management (HK)’s Cloudflare NET Stock Holding History

Polymer Capital Management (HK)’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 		$5.12M Buy
20,879
+13,098
+168% +$2.87M 0.26% 50
2026
Q1 		$1.61M Buy
+7,781
New +$1.48M 0.14% 85
2025
Q3 		– Sell
-1,150
Closed -$225K – 268
2025
Q2 		$225K Buy
+1,150
New +$167K 0.03% 147
2025
Q1 		– Sell
-12,541
Closed -$1.35M – 173
2024
Q4 		$1.35M Buy
12,541
+6,291
+101% +$615K 0.23% 102
2024
Q3 		$506K Buy
+6,250
New +$502K 0.12% 113

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

Polymer Capital Management (HK)'s NET Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its Cloudflare (NET) stake by 168% in Q2 2026, buying an estimated $2.87M and bringing the position to 20,879 shares worth $5.12M. The position accounts for 0.26% of the portfolio, ranked #50.

Polymer Capital Management (HK) first reported a position in NET in Q3 2024 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Polymer Capital Management (HK) held 20,879 shares of Cloudflare worth $5.12M as of Q2 2026.
  • Polymer Capital Management (HK) bought 13,098 Cloudflare shares in Q2 2026, an estimated $2.87M.
  • Cloudflare made up 0.26% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #50 holding.
  • Polymer Capital Management (HK) first reported a position in Cloudflare in Q3 2024 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.