Kamunting Street Capital Management’s Cloudflare NET Stock Holding History

Kamunting Street 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
2020 Q3	–	Sell	-71,309	Closed	-$2.56M	–	56
2020 Q2	$2.56M	Buy	+71,309	New	+$1.99M	2.93%	11
2020 Q1	–	Sell	-213,558	Closed	-$3.64M	–	57
2019 Q4	$3.64M	Buy	+213,558	New	+$3.64M	2.23%	15

Other funds holding NET

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

VMV

Venrock Management V Palo Alto, California $719M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kamunting Street Capital Management's NET Position: Q3 2020 in Review

Kamunting Street Capital Management sold out of Cloudflare (NET) in Q3 2020, closing a stake of 71,309 shares — an estimated $2.56M sold.

Kamunting Street Capital Management first reported a position in NET in Q4 2019 and held it in 2 quarters. The position peaked at $3.64M in Q4 2019. 316 funds tracked by Wall St. Rank hold NET as of Q3 2020.

Kamunting Street Capital Management reported no remaining Cloudflare position as of Q3 2020 after selling out during the quarter.
Kamunting Street Capital Management sold 71,309 Cloudflare shares in Q3 2020, an estimated $2.56M.
Kamunting Street Capital Management first reported a position in Cloudflare in Q4 2019 and held it in 2 quarters.
Kamunting Street Capital Management's Cloudflare position peaked at $3.64M in Q4 2019.
316 funds tracked by Wall St. Rank held Cloudflare as of Q3 2020.

Based on Kamunting Street Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.