NET — CLOUDFLARE INC
申报持仓市值$23.35B
持有基金数（最新）60
板块科技
持有基金数 (Q2 2026)49
机构持仓市值$16.60B · 295.81M 股
新建/增持/减仓/清仓3 / 25 / 20 / 3
前五大/前十大集中度75.5% / 89.9%
机构整体持仓变动
减持 -27.0%
(-109.23M 股)
机构持仓市值变动
上升 +9.1%
截至Q2 2026，共 49 家机构在其最新 13F 申报中持有 NET（CLOUDFLARE INC），合计申报市值 $16.60B，对应 295.81M 股。按股数计算较上季度减持 27.0%（-109.23M 股），申报市值环比上升 9.1%。持仓集中度较高：前五大持有人占申报市值的 75.5%，前十大的集中度为 89.9%。
与上一季度相比，3 家新建仓位、25 家加仓、20 家减仓、3 家清仓退出。13F 数据为季末快照，以上变动反映的是 Q2 2026 末的持仓状态，并非实时交易。
NET 属于Technology板块。
本页所有数据均来自美国证监会（SEC）13F 季度申报。13F 申报人需在季度结束后 45 天内披露 10 万美元以上的多头持仓；空头、期权对冲与季度内交易不在其列，因此这些数字反映的是机构持仓的季度快照，而非实时仓位。
| 基金 | 季度 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|---|
| Vanguard Group 历史持仓 | Q4 2025 | 32.41M | $6.39B | 0.09% | 持有 |
| Capital World Investors 历史持仓 | Q2 2026 | 24.33M | $5.97B | 0.75% | 增持 |
| Baillie Gifford & Co 历史持仓 | Q2 2026 | 14.60M | $3.58B | 3.25% | 减持 |
| Geode Capital Management 历史持仓 | Q2 2026 | 5.96M | $1.46B | 0.08% | 持有 |
| Norges Bank Investment Management 历史持仓 | Q2 2026 | 3.60M | $882.24M | 0.09% | 减持 |
| Legal & General Investment Management America 历史持仓 | Q2 2026 | 2.64M | $647.91M | 0.14% | 减持 |
| Bank of America Corp 历史持仓 | Q2 2026 | 2.21M | $541.68M | 0.04% | 增持 |
| Northern Trust Corp 历史持仓 | Q2 2026 | 2.10M | $515.09M | 0.06% | 增持 |
| AQR Capital Management 历史持仓 | Q2 2026 | 2.08M | $509.41M | 0.18% | 增持 |
| Charles Schwab Investment Management 历史持仓 | Q2 2026 | 1.80M | $440.52M | 0.06% | 增持 |
| MFS Investment Management 历史持仓 | Q2 2026 | 1.58M | $387.13M | 0.13% | 增持 |
| UBS Group AG 历史持仓 | Q2 2026 | 1.17M | $287.63M | 0.04% | 减持 |
| Marshall Wace 历史持仓 | Q2 2026 | 1.07M | $261.44M | 0.21% | 增持 |
| BNY Mellon 历史持仓 | Q2 2026 | 3.55M | $259.65M | 0.04% | 增持 |
| National Pension Service of Korea 历史持仓 | Q2 2026 | 959.99K | $235.47M | 0.15% | 增持 |
| Whale Rock Capital Management 历史持仓 | Q4 2021 | 1.13M | $148.65M | 1.26% | 新建 |
| Baron Funds 历史持仓 | Q2 2026 | 471.60K | $115.67M | 0.28% | 增持 |
| CPP Investments 历史持仓 | Q2 2026 | 457.16K | $112.13M | 0.06% | 增持 |
| Capital Research Global Investors 历史持仓 | Q1 2026 | 321.74K | $66.39M | 0.01% | 新建 |
| Two Sigma Investments 历史持仓 | Q2 2026 | 50.07M | $64.33M | 0.05% | 增持 |
新建仓（Q2 2026)
- Renaissance Technologies 171.40K 股 · $42.04M
- CDPQ (Caisse de Depot) 8.38K 股 · $2.06M
- Arrowstreet Capital 5.03K 股 · $1.23M
完全清仓（较上季）
- Capital Research Global Investors 卖出 321.74K 股 · $66.39M
- Janus Henderson Group 卖出 241.37K 股 · $49.81M
- Steadfast Capital Management 卖出 96.00K 股 · $19.81M
基金持仓历史 — 各季度股数（前 20 只基金）
| 基金 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | 2.69M | 11.35M | 17.05M | 10.50M | 8.07M | 15.87M | 16.87M | 26.43M | 27.06M | 27.54M | 28.13M | 33.34M | 35.15M | 35.41M | 34.57M | 40.81M | 40.52M | 35.83M | 22.74M | 24.33M |
| Baillie Gifford & Co | 29.73M | 28.37M | 27.13M | 24.11M | 24.73M | 26.34M | 25.72M | 31.51M | 31.06M | 30.94M | 30.15M | 32.72M | 32.51M | 31.88M | 27.43M | 25.53M | 21.85M | 16.82M | 15.92M | 14.60M |
| Geode Capital Management | 3.14M | 3.39M | 3.48M | 3.49M | 3.51M | 3.65M | 3.80M | 3.95M | 4.07M | 4.31M | 4.51M | 4.71M | 4.83M | 4.90M | 5.27M | 5.54M | 5.78M | 6.02M | 5.99M | 5.96M |
| Norges Bank Investment Management | — | — | — | — | — | 2.76M | — | — | — | 2.66M | — | 2.05M | — | 2.32M | — | 2.76M | — | 3.64M | — | 3.60M |
| Legal & General Investment Management America | 2.16M | 2.06M | 2.40M | 2.67M | 3.63M | 3.29M | 1.56M | 3.27M | 3.21M | 3.70M | 3.49M | 3.45M | 4.12M | 3.50M | 3.03M | 2.93M | 2.69M | 2.82M | 2.95M | 2.64M |
| Bank of America Corp | 1.37M | 1.13M | 1.07M | 1.15M | 2.66M | 4.00K | 681.00K | 6.68M | 15.00K | 2.61M | 5.07M | 19.70K | 6.64M | 15.80K | 399.80K | 17.80K | 11.80K | 21.80K | 2.07M | 2.21M |
| Northern Trust Corp | 1.61M | 1.62M | 1.69M | 1.65M | 1.66M | 1.69M | 1.71M | 1.68M | 1.73M | 1.71M | 1.69M | 1.77M | 1.63M | 1.85M | 1.88M | 1.89M | 1.91M | 1.97M | 2.00M | 2.10M |
| AQR Capital Management | 106.04K | 85.62K | 56.94K | 38.59K | 37.55K | — | — | 6.04K | 5.99K | 5.71K | 52.18K | 8.48K | 481.57K | 207.18K | 342.82K | 461.05K | 563.25K | 612.69K | 907.39K | 2.08M |
| Charles Schwab Investment Management | 780.94K | 828.35K | 856.24K | 876.32K | 892.49K | 928.48K | 948.77K | 972.16K | 983.51K | 1.03M | 1.07M | 1.13M | 1.16M | 1.22M | 1.32M | 1.37M | 1.47M | 1.53M | 1.61M | 1.80M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 318.70K | 663.65K | 1.30M | 1.64M | 1.47M | 1.58M |
| UBS Group AG | 342.70K | 366.50K | 331.93K | 384.51K | 521.26K | 8.00K | 8.00K | 8.00K | 322.91K | 436.55K | 697.17K | 505.20K | 599.41K | 2.29M | 1.21M | 1.55M | 1.07M | 1.41M | 1.45M | 1.17M |
| Marshall Wace | — | 11.58K | 108.38K | 513.20K | 55.40K | 2.64M | 2.21M | — | — | 520.01K | 693.20K | 1.55M | 2.90M | 1.64M | 583.56K | 433.05K | 526.78K | 690.75K | 986.61K | 1.07M |
| BNY Mellon | 1.02M | 1.06M | 1.00M | 1.08M | 1.74M | 2.23M | 2.21M | 2.20M | 2.18M | 2.21M | 2.12M | 2.15M | 2.16M | 1.69M | 1.24M | 1.18M | 1.36M | 1.26M | 2.24M | 3.55M |
| National Pension Service of Korea | 347.27K | 297.65K | 387.78K | 389.36K | 387.99K | 455.53K | 443.16K | 438.34K | 439.83K | 439.83K | 425.09K | 467.86K | 471.92K | 431.18K | 425.17K | 612.72K | 618.66K | 948.00K | 944.44K | 959.99K |
| Baron Funds | 400.31K | 418.04K | 509.93K | 681.90K | 764.49K | 840.18K | 890.16K | 932.44K | 939.53K | 935.28K | 845.05K | 864.16K | 850.48K | 897.55K | 834.88K | 506.47K | 454.23K | 409.60K | 457.32K | 471.60K |
| CPP Investments | 1.08K | 787 | 8.91K | 131.61K | 117.01K | 22.41K | — | — | — | — | 25.06K | 32.98K | 134.71K | 206.00K | 205.60K | 206.42K | 54.45K | 547.69K | 138.44K | 457.16K |
| Two Sigma Investments | 189.40K | 2.01M | 1.07M | 2.75M | 240.93K | 426.82K | 1.34M | 1.28M | 1.69M | 2.11M | 1.82M | 909.68K | 976.31K | 10.00M | 1.38M | 1.36M | 43.67M | 1.26M | 24.26M | 50.07M |
| D. E. Shaw & Co | 49.71M | 49.71M | 49.71M | 51.71M | 13.19M | 13.19M | 23.19M | 10.69M | 6.69M | 14.83M | 19.70M | 15.19M | 545.29K | 56.44M | 358.44K | 51.00M | 106.87M | 124.87M | 98.36M | 37.00M |
| ARK Invest | 466.64K | 124.55K | 245.78K | 324.63K | 310.31K | 294.96K | 289.00K | 418.35K | 429.61K | 440.87K | 393.38K | 395.20K | 350.46K | 349.85K | 219.14K | 204.31K | 222.32K | 210.09K | 183.64K | 175.72K |
| Renaissance Technologies | 226.70K | 825.70K | 1.34M | 825.00K | 4.40K | 131.40K | — | — | — | — | — | 90.10K | 171.90K | — | — | 54.60K | 328.50K | 130.40K | — | 171.40K |
▲ 低买（基金新建/增持，下一季股价上涨 ≥5%） ▼ 高卖（基金减持，下一季股价下跌 ≥5%）
拖拽/滚轮缩放 · 默认显示最近一年 · 标注来自 13F 申报中的季度基金操作 · 悬停查看详情