Stanley Druckenmiller's NET Position Overview
Stanley Druckenmiller (via Duquesne Family Office LLC) currently holds 52,535 shares of Cloudflare, Inc. (NET) worth $10.84 M, representing 0.32% of the portfolio. First purchased in 2020-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Stanley Druckenmiller has maintained this position in NET for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2020, adding 534,313 shares. Largest reduction occurred in Q1 2021, reducing 694,110 shares.
Analysis based on 13F filings available since 2013 Q2
Stanley Druckenmiller's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Stanley Druckenmiller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +52,535 | New Buy | 52,535 | $206.34 |
| Q4 2022 | -249,305 | Sold Out | 0 | $0.00 |
| Q3 2022 | +249,305 | New Buy | 249,305 | $55.31 |
| Q2 2021 | -96,738 | Sold Out | 0 | $0.00 |
| Q1 2021 | -694,110 | Reduce 87.77% | 96,738 | $70.26 |
| Q4 2020 | +534,313 | Add 208.28% | 790,848 | $75.99 |
| Q3 2020 | +256,535 | New Buy | 256,535 | $41.06 |
Stanley Druckenmiller's Cloudflare Investment FAQs
Stanley Druckenmiller first purchased Cloudflare, Inc. (NET) in Q3 2020, acquiring 256,535 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Stanley Druckenmiller has held Cloudflare, Inc. (NET) for 7 quarters since Q3 2020.
Stanley Druckenmiller's largest addition to Cloudflare, Inc. (NET) was in Q4 2020, adding 790,848 shares worth $60.1 M.
According to the latest 13F filing for Q1 2026, Stanley Druckenmiller's firm, Duquesne Family Office LLC, owns 52,535 shares of Cloudflare, Inc. (NET), valued at approximately $10.84 M.
As of the Q1 2026 filing, Cloudflare, Inc. (NET) represents approximately 0.32% of Stanley Druckenmiller's publicly disclosed stock portfolio, making it one of their key holdings.
Stanley Druckenmiller's peak holding in Cloudflare, Inc. (NET) was 790,848 shares, as reported at the end of Q4 2020.