Tairen Capital’s Cloudflare NET Stock Holding History

Tairen Capital’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
2025 Q1	–	Sell	-10,000	Closed	-$1.08M	–	103
2024 Q4	$1.08M	Sell	10,000 -56,000	-85%	-$5.47M	0.16%	56
2024 Q3	$5.79M	Buy	+66,000	New	+$5.31M	0.21%	20

Other funds holding NET

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tairen Capital's NET Position: Q1 2025 in Review

Tairen Capital sold out of Cloudflare (NET) in Q1 2025, closing a stake of 10,000 shares — an estimated $1.08M sold.

Tairen Capital first reported a position in NET in Q3 2024 and held it in 2 quarters. The position peaked at $5.79M in Q3 2024. 873 funds tracked by Wall St. Rank hold NET as of Q1 2025.

Tairen Capital reported no remaining Cloudflare position as of Q1 2025 after selling out during the quarter.
Tairen Capital sold 10,000 Cloudflare shares in Q1 2025, an estimated $1.08M.
Tairen Capital first reported a position in Cloudflare in Q3 2024 and held it in 2 quarters.
Tairen Capital's Cloudflare position peaked at $5.79M in Q3 2024.
873 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

Based on Tairen Capital's 13F filing for Q1 2025, filed 15 May 2025.