Alkeon Capital Management
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Alkeon Capital Management’s Cloudflare NET Stock Holding History

Alkeon Capital Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,674,000
Closed -$118M – 166
2021
Q1 		$118M Buy
1,674,000
+384,000
+30% +$27M 0.17% 71
2020
Q4 		$98M Buy
+1,290,000
New +$98M 0.16% 74