Boardman Bay Capital Management’s Cloudflare NET Stock Holding History

Boardman Bay Capital 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
2020 Q3	–	Sell	-10,000	Closed	-$360K	–	74
2020 Q2	$360K	Buy	+10,000	New	+$279K	0.29%	55

Other funds holding NET

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

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

VMV

Venrock Management V Palo Alto, California $719M AUM

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

GGHC

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Boardman Bay Capital Management's NET Position: Q3 2020 in Review

Boardman Bay Capital Management sold out of Cloudflare (NET) in Q3 2020, closing a stake of 10,000 shares — an estimated $360K sold.

Boardman Bay Capital Management first reported a position in NET in Q2 2020 and held it in 1 quarter. The position peaked at $360K in Q2 2020. 316 funds tracked by Wall St. Rank hold NET as of Q3 2020.

Boardman Bay Capital Management reported no remaining Cloudflare position as of Q3 2020 after selling out during the quarter.
Boardman Bay Capital Management sold 10,000 Cloudflare shares in Q3 2020, an estimated $360K.
Boardman Bay Capital Management first reported a position in Cloudflare in Q2 2020 and held it in 1 quarter.
Boardman Bay Capital Management's Cloudflare position peaked at $360K in Q2 2020.
316 funds tracked by Wall St. Rank held Cloudflare as of Q3 2020.

Based on Boardman Bay Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.