Center Lake Capital Management’s Cloudflare NET Stock Holding History

Center Lake 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
2022 Q4	–	Sell	-50,000	Closed	-$2.77M	–	10
2022 Q3	$2.77M	Sell	50,000 -25,000	-33%	-$1.48M	4.93%	5
2022 Q2	$3.41M	Sell	75,000 -175,000	-70%	-$12.6M	1.72%	11
2022 Q1	$29.9M	Buy	250,000 +65,000	+35%	+$6.78M	5.57%	5
2021 Q4	$24.3M	Sell	185,000 -100,000	-35%	-$16.8M	4.27%	7
2021 Q3	$32.1M	Buy	285,000 +50,000	+21%	+$5.97M	5.22%	9
2021 Q2	$24.9M	Sell	235,000 -35,000	-13%	-$2.9M	3.58%	12
2021 Q1	$19M	Buy	270,000 +26,200	+11%	+$2.02M	3.51%	9
2020 Q4	$18.5M	Buy	243,800 +140,000	+135%	+$9.18M	3.34%	10
2020 Q3	$4.26M	Buy	+103,800	New	+$3.97M	0.89%	10

Other funds holding NET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return