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Tremblant Capital Group

SEC CIK
0001353312
Latest filing
Aug 14, 2026

NET holding history

Cloudflare, Inc. in every 13F filed by Tremblant Capital Group, 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)
384,993
Value
$94.4M
% of portfolio
2.7%
Quarters held
3
Since Q4 2025
Holdings of NET by Tremblant Capital Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026384,993$94.4M2.7%+90,785+30.9%AddedHolders
Q1 2026294,208$60.7M2.0%+107,083+57.2%AddedHolders
Q4 2025187,125$36.9M0.9%+187,125NewHolders