Louis Moore Bacon's NET Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 1,289 shares of Cloudflare, Inc. (NET) worth $276,607, representing 0.00% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 28,831 shares. Largest reduction occurred in Q4 2024, reducing 40,430 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Louis Moore Bacon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +16,843 | New Buy | 16,843 | $76.00 |
| Q1 2021 | -16,843 | Sold Out | 16,843 | $0.00 |
| Q4 2023 | +45,674 | New Buy | 45,674 | $83.26 |
| Q1 2024 | -45,674 | Sold Out | 45,674 | $0.00 |
| Q4 2024 | +5,244 | New Buy | 5,244 | $107.68 |
| Q1 2025 | -5,244 | Sold Out | 5,244 | $0.00 |
| Q2 2025 | +5,036 | New Buy | 5,036 | $195.83 |
| Q3 2025 | -3,747 | Reduce 74.40% | 1,289 | $214.59 |
Louis Moore Bacon's Cloudflare Investment FAQs
Louis Moore Bacon first purchased Cloudflare, Inc. (NET) in Q4 2020, acquiring 16,843 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Cloudflare, Inc. (NET) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's largest addition to Cloudflare, Inc. (NET) was in Q4 2023, adding 45,674 shares worth $3.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 1,289 shares of Cloudflare, Inc. (NET), valued at approximately $276,607. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.00% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's peak holding in Cloudflare, Inc. (NET) was 45,674 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.