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 $1.89T 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center Lake Capital Management's NET Position: Q4 2022 in Review

Center Lake Capital Management sold out of Cloudflare (NET) in Q4 2022, closing a stake of 50,000 shares — an estimated $2.77M sold.

Center Lake Capital Management first reported a position in NET in Q3 2020 and held it in 9 quarters. The position peaked at $32.1M in Q3 2021. 548 funds tracked by Wall St. Rank hold NET as of Q4 2022.

Center Lake Capital Management reported no remaining Cloudflare position as of Q4 2022 after selling out during the quarter.
Center Lake Capital Management sold 50,000 Cloudflare shares in Q4 2022, an estimated $2.77M.
Center Lake Capital Management first reported a position in Cloudflare in Q3 2020 and held it in 9 quarters.
Center Lake Capital Management's Cloudflare position peaked at $32.1M in Q3 2021.
548 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Center Lake Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.