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Sands Capital Global Growth Fund's investment thesis on Cloudflare, Inc. ($NET) — Q2 2025 | Buyside Digest

$NETNYSECloudflare, Inc.

BULL

Sands Capital Global Growth Fund—NET

Fund Letter

Q2 2025

Published June 30, 2025

$299.84USD

+7.5% vs last month

$191.27Pitched

+56.8% since pitch

Market Cap$100.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

In Q2 2025, the Global Growth strategy delivered a robust 21.7% net return, outperforming its benchmark by 10.2%. Market volatility early...

— Brian A. Christiansen, David E. Levanson, Daniel Pilling

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