JCAM
Jericho Capital Asset Management’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,181,000
| Closed | -$51.1M | – | 31 |
|
|
2025
Q1 | $51.1M | Sell |
2,181,000
-819,000
| -27% | -$19.2M | 0.93% | 23 |
|
|
2024
Q4 | $83.9M | Buy |
3,000,000
+459,000
| +18% | +$12.8M | 1.2% | 26 |
|
|
2024
Q3 | $51.8M | Buy |
+2,541,000
| New | +$51.8M | 1.25% | 22 |
|
|
2024
Q1 | – | Sell |
-3,353,690
| Closed | -$78.5M | – | 30 |
|
|
2023
Q4 | $78.5M | Buy |
+3,353,690
| New | +$78.5M | 2.4% | 17 |
|
|
2021
Q3 | – | Sell |
-300,000
| Closed | -$14.3M | – | 46 |
|
|
2021
Q2 | $14.3M | Buy |
+300,000
| New | +$14.3M | 0.34% | 38 |
|