AO Asset Management’s Cloudflare NET Stock Holding History

AO Asset Management’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-125,000	Closed	-$14.1M	–	61
2021 Q3	$14.1M	Hold	125,000	–	–	1.04%	39
2021 Q2	$13.2M	Buy	+125,000	New	+$10.3M	0.92%	44

Other funds holding NET

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

AO Asset Management's NET Position: Q4 2021 in Review

AO Asset Management sold out of Cloudflare (NET) in Q4 2021, closing a stake of 125,000 shares — an estimated $14.1M sold.

AO Asset Management first reported a position in NET in Q2 2021 and held it in 2 quarters. The position peaked at $14.1M in Q3 2021. 680 funds tracked by Wall St. Rank hold NET as of Q4 2021.

AO Asset Management reported no remaining Cloudflare position as of Q4 2021 after selling out during the quarter.
AO Asset Management sold 125,000 Cloudflare shares in Q4 2021, an estimated $14.1M.
AO Asset Management first reported a position in Cloudflare in Q2 2021 and held it in 2 quarters.
AO Asset Management's Cloudflare position peaked at $14.1M in Q3 2021.
680 funds tracked by Wall St. Rank held Cloudflare as of Q4 2021.

Based on AO Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.