Louis Moore Bacon's NET Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 8,044 shares of Cloudflare, Inc. (NET) worth $1.59 M, representing 0.02% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 9 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 45,674 shares. Largest reduction occurred in Q1 2024, reducing 45,674 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +6,755 | Add 524.05% | 8,044 | $197.15 |
| Q3 2025 | -3,747 | Reduce 74.40% | 1,289 | $214.59 |
| Q2 2025 | +5,036 | New Buy | 5,036 | $195.83 |
| Q1 2025 | -5,244 | Sold Out | 0 | $0.00 |
| Q4 2024 | +5,244 | New Buy | 5,244 | $107.68 |
| Q1 2024 | -45,674 | Sold Out | 0 | $0.00 |
| Q4 2023 | +45,674 | New Buy | 45,674 | $83.26 |
| Q1 2021 | -16,843 | Sold Out | 0 | $0.00 |
| Q4 2020 | +16,843 | New Buy | 16,843 | $76.00 |
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 9 quarters since Q4 2020.
Louis Moore Bacon's largest addition to Cloudflare, Inc. (NET) was in Q4 2023, adding 45,674 shares worth $3.8 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 8,044 shares of Cloudflare, Inc. (NET), valued at approximately $1.59 M.
As of the Q4 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.02% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Cloudflare, Inc. (NET) was 45,674 shares, as reported at the end of Q4 2023.