Carmignac Gestion’s Cloudflare NET Stock Holding History

Carmignac Gestion’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
2019 Q4	–	Sell	-100,000	Closed	-$1.86M	–	133
2019 Q3	$1.86M	Buy	+100,000	New	+$1.93M	0.02%	87

Other funds holding NET

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

Greenspring Associates Owings Mills, Maryland $1.48B AUM 61.93% 1-Year Est. Return

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

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

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

GGHC

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carmignac Gestion's NET Position: Q4 2019 in Review

Carmignac Gestion sold out of Cloudflare (NET) in Q4 2019, closing a stake of 100,000 shares — an estimated $1.86M sold.

Carmignac Gestion first reported a position in NET in Q3 2019 and held it in 1 quarter. The position peaked at $1.86M in Q3 2019. 107 funds tracked by Wall St. Rank hold NET as of Q4 2019.

Carmignac Gestion reported no remaining Cloudflare position as of Q4 2019 after selling out during the quarter.
Carmignac Gestion sold 100,000 Cloudflare shares in Q4 2019, an estimated $1.86M.
Carmignac Gestion first reported a position in Cloudflare in Q3 2019 and held it in 1 quarter.
Carmignac Gestion's Cloudflare position peaked at $1.86M in Q3 2019.
107 funds tracked by Wall St. Rank held Cloudflare as of Q4 2019.

Based on Carmignac Gestion's 13F filing for Q4 2019, filed 13 Feb 2020.