Stanley Druckenmiller’s Cloudflare NET Stock Holding History

Stanley Druckenmiller’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	$10.8M	Buy	+52,535	New	+$10M	0.32%	53
2022 Q4	–	Sell	-249,305	Closed	-$13.8M	–	72
2022 Q3	$13.8M	Buy	+249,305	New	+$14.8M	0.78%	31
2021 Q2	–	Sell	-96,738	Closed	-$6.8M	–	68
2021 Q1	$6.8M	Sell	96,738 -694,110	-88%	-$53.5M	0.15%	57
2020 Q4	$60.1M	Buy	790,848 +534,313	+208%	+$35M	1.62%	16
2020 Q3	$10.5M	Buy	+256,535	New	+$9.82M	0.31%	48

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stanley Druckenmiller's NET Position: Q1 2026 in Review

Stanley Druckenmiller opened a new position in Cloudflare (NET) in Q1 2026: 52,535 shares worth $10.8M. The stake represents 0.32% of the portfolio and ranks #53 among its holdings. This is a return to the name: Stanley Druckenmiller previously reported a position in NET as recently as Q3 2022.

Stanley Druckenmiller first reported a position in NET in Q3 2020 and has held it in 5 quarters since. The position peaked at $60.1M in Q4 2020. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Stanley Druckenmiller held 52,535 shares of Cloudflare worth $10.8M as of Q1 2026.
Cloudflare was a new Stanley Druckenmiller position in Q1 2026.
Cloudflare made up 0.32% of Stanley Druckenmiller's portfolio in Q1 2026, its #53 holding.
Stanley Druckenmiller first reported a position in Cloudflare in Q3 2020 and has held it in 5 quarters since.
Stanley Druckenmiller's Cloudflare position peaked at $60.1M in Q4 2020.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.