VGI Partners Ltd

SEC CIK: 0001577774
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NET holding history

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

NET overview All 13F holders of NET Full Q2 2026 holdings

Shares (Q2 2026): 1,584
Value: $388.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of NET by VGI Partners Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,584	$388.5K	<0.1%	−6,000−79.1%	Reduced	Holders
Q1 2026	7,584	$1.56M	0.1%	+6,084+405.6%	Added	Holders
Q4 2025	1,500	$295.7K	<0.1%	+1,500	New	Holders