Josh Resnick’s Cloudflare NET Stock Holding History

Josh Resnick’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 Boston, Massachusetts $2.3T AUM 54.33% 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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Josh Resnick's NET Position: Q2 2020 in Review

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

Josh Resnick 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.

Josh Resnick reported no remaining Cloudflare position as of Q2 2020 after selling out during the quarter.
Josh Resnick sold 3,058,272 Cloudflare shares in Q2 2020, an estimated $71.8M.
Josh Resnick first reported a position in Cloudflare in Q4 2019 and held it in 2 quarters.
Josh Resnick'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.