NET
Cloudflare Inc - Class A
2 super-investors hold NET worth a combined $411M. The largest position: Stanley Druckenmiller at 0.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 50 — ranked #45 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own NET
The most notable development this quarter is Stanley Druckenmiller's new position in NET, bringing the tracked cohort to just two owners — the other being Joel Greenblatt, whose $401M stake accounts for nearly all of the $411M combined value despite representing only 0.3% of his portfolio. Druckenmiller's entry at 0.4% concentration is modest. Cohort interest had been effectively zero for the prior seven quarters, making this the first sign of broadening attention, though with only two holders and no additions from existing owners, the overall signal remains thin and it is too early to characterize this as a building consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.3% | 27q | $401M | 1,941,142 |
| 2 | Stanley Druckenmiller | 0.4% | 5q | $11M | 52,535 |
Owners of NET also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.4% | +100% | $11M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 18915M107. Not investment advice.