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Jericho Capital Asset Management’s Cloudflare NET Stock Holding History

Jericho Capital Asset 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
2020
Q2 		– Sell
-3,058,272
Closed -$71.8M – 55
2020
Q1 		$71.8M Buy
3,058,272
+2,117,754
+225% +$41.2M 5.77% 5
2019
Q4 		$16M Buy
+940,518
New +$16M 0.87% 24

Other funds holding NET

VMV
Venrock Management V Palo Alto, California $719M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Jericho Capital Asset Management's NET Position: Q2 2020 in Review

Jericho Capital Asset Management sold out of Cloudflare (NET) in Q2 2020, closing a stake of 3,058,272 shares — an estimated $71.8M sold.

Jericho Capital Asset Management first reported a position in NET in Q4 2019 and held it in 2 quarters. The position peaked at $71.8M in Q1 2020. 260 funds tracked by Wall St. Rank hold NET as of Q2 2020.

  • Jericho Capital Asset Management reported no remaining Cloudflare position as of Q2 2020 after selling out during the quarter.
  • Jericho Capital Asset Management sold 3,058,272 Cloudflare shares in Q2 2020, an estimated $71.8M.
  • Jericho Capital Asset Management first reported a position in Cloudflare in Q4 2019 and held it in 2 quarters.
  • Jericho Capital Asset Management's Cloudflare position peaked at $71.8M in Q1 2020.
  • 260 funds tracked by Wall St. Rank held Cloudflare as of Q2 2020.

Based on Jericho Capital Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.