HCM
Hitchwood Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-325,000
| Closed | -$42.7M | – | 42 |
|
|
2021
Q4 | $42.7M | Sell |
325,000
-175,000
| -35% | -$23M | 1.45% | 18 |
|
|
2021
Q3 | $56.3M | Hold |
500,000
| – | – | 1.63% | 19 |
|
|
2021
Q2 | $52.9M | Hold |
500,000
| – | – | 0.97% | 22 |
|
|
2021
Q1 | $35.1M | Hold |
500,000
| – | – | 0.8% | 34 |
|
|
2020
Q4 | $38M | Hold |
500,000
| – | – | 0.65% | 35 |
|
|
2020
Q3 | $20.5M | Buy |
500,000
+200,000
| +67% | +$8.21M | 0.54% | 39 |
|
|
2020
Q2 | $10.8M | Buy |
300,000
+50,000
| +20% | +$1.8M | 0.5% | 39 |
|
|
2020
Q1 | $5.87M | Buy |
+250,000
| New | +$5.87M | 0.48% | 34 |
|