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Livermore
Livermore
ZHEN

Sands Capital Management, LLC

SEC CIK
0001020066
Latest filing
Aug 13, 2026

NET holding history

Cloudflare, Inc. in every 13F filed by Sands Capital Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NET overviewAll 13F holders of NETFull Q2 2026 holdings

Shares (Q2 2026)
3,239,504
Value
$794.6M
% of portfolio
3.0%
Quarters held
22
Since Q1 2021
Holdings of NET by Sands Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,239,504$794.6M3.0%−422,245−11.5%ReducedHolders
Q1 20263,661,749$755.6M3.0%−69,538−1.9%ReducedHolders
Q4 20253,731,287$735.6M2.2%−77,032−2.0%ReducedHolders
Q3 20253,808,319$817.2M2.3%−1,120,555−22.7%ReducedHolders
Q2 20254,928,874$965.2M2.8%−1,498,572−23.3%ReducedHolders
Q1 20256,427,446$724.3M2.5%−1,338,608−17.2%ReducedHolders
Q4 20247,766,054$836.2M2.5%+1,421,670+22.4%AddedHolders
Q3 20246,344,384$513.2M1.6%−124,618−1.9%ReducedHolders
Q2 20246,469,002$535.8M1.6%+2,8800.0%AddedHolders
Q1 20246,466,122$626.1M1.8%−4,127,520−39.0%ReducedHolders
Q4 202310,593,642$882.0M2.7%−413,749−3.8%ReducedHolders
Q3 202311,007,391$693.9M2.4%−397,153−3.5%ReducedHolders
Q2 202311,404,544$745.5M2.3%−3,258,457−22.2%ReducedHolders
Q1 202314,663,001$904.1M3.0%−791,121−5.1%ReducedHolders
Q4 202215,454,122$698.7M2.6%−502,146−3.1%ReducedHolders
Q3 202215,956,268$882.5M3.3%+312,315+2.0%AddedHolders
Q2 202215,643,953$684.4M2.4%+2,093,425+15.4%AddedHolders
Q1 202213,550,528$1.62B3.7%+4,731,354+53.6%AddedHolders
Q4 20218,819,174$1.16B2.2%+495,797+6.0%AddedHolders
Q3 20218,323,377$937.6M1.6%+7,289,490+705.1%AddedHolders
Q2 20211,033,887$109.4M0.2%+116,140+12.7%AddedHolders
Q1 2021917,747$64.5M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.