TCG
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Tremblant Capital Group’s Cloudflare NET Stock Holding History

Tremblant Capital Group’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 		$94.4M Buy
384,993
+90,785
+31% +$19.9M 2.71% 15
2026
Q1 		$60.7M Buy
294,208
+107,083
+57% +$20.4M 1.95% 26
2025
Q4 		$36.9M Buy
+187,125
New +$39.6M 0.94% 46

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

Tremblant Capital Group's NET Position: Q2 2026 in Review

Tremblant Capital Group increased its Cloudflare (NET) stake by 31% in Q2 2026, buying an estimated $19.9M and bringing the position to 384,993 shares worth $94.4M. The position accounts for 2.71% of the portfolio, ranked #15.

Tremblant Capital Group first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Tremblant Capital Group held 384,993 shares of Cloudflare worth $94.4M as of Q2 2026.
  • Tremblant Capital Group bought 90,785 Cloudflare shares in Q2 2026, an estimated $19.9M.
  • Cloudflare made up 2.71% of Tremblant Capital Group's portfolio in Q2 2026, its #15 holding.
  • Tremblant Capital Group first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.