Stanley Druckenmiller
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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
Q2 		– Sell
-52,535
Closed -$10.8M – 109
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
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

Stanley Druckenmiller's NET Position: Q2 2026 in Review

Stanley Druckenmiller sold out of Cloudflare (NET) in Q2 2026, closing a stake of 52,535 shares — an estimated $10.8M sold.

Stanley Druckenmiller first reported a position in NET in Q3 2020 and held it in 5 quarters. The position peaked at $60.1M in Q4 2020. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Stanley Druckenmiller reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Stanley Druckenmiller sold 52,535 Cloudflare shares in Q2 2026, an estimated $10.8M.
  • Stanley Druckenmiller first reported a position in Cloudflare in Q3 2020 and held it in 5 quarters.
  • Stanley Druckenmiller's Cloudflare position peaked at $60.1M in Q4 2020.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.