Rheos Capital Works’s Cloudflare NET Stock Holding History

Rheos Capital Works’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	$24.5M	Hold	100,000	–	–	1.4%	27
2026 Q1	$20.6M	Buy	+100,000	New	+$19.1M	1.38%	29

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rheos Capital Works's NET Position: Q2 2026 in Review

Rheos Capital Works held its Cloudflare (NET) position steady in Q2 2026 at 100,000 shares worth $24.5M. The position accounts for 1.4% of the portfolio, ranked #27.

Rheos Capital Works first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Rheos Capital Works held 100,000 shares of Cloudflare worth $24.5M as of Q2 2026.
Rheos Capital Works left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 1.4% of Rheos Capital Works's portfolio in Q2 2026, its #27 holding.
Rheos Capital Works first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.