MCMC
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Matrix Capital Management Company’s Cloudflare NET Stock Holding History

Matrix Capital Management Company’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
2022
Q4 		– Sell
-160,000
Closed -$8.85M – 22
2022
Q3 		$8.85M Buy
+160,000
New +$9.5M 0.17% 21
2020
Q4 		– Sell
-503,000
Closed -$20.7M – 31
2020
Q3 		$20.7M Buy
+503,000
New +$19.3M 0.27% 27

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Matrix Capital Management Company's NET Position: Q4 2022 in Review

Matrix Capital Management Company sold out of Cloudflare (NET) in Q4 2022, closing a stake of 160,000 shares — an estimated $8.85M sold.

Matrix Capital Management Company first reported a position in NET in Q3 2020 and held it in 2 quarters. The position peaked at $20.7M in Q3 2020. 548 funds tracked by Wall St. Rank hold NET as of Q4 2022.

  • Matrix Capital Management Company reported no remaining Cloudflare position as of Q4 2022 after selling out during the quarter.
  • Matrix Capital Management Company sold 160,000 Cloudflare shares in Q4 2022, an estimated $8.85M.
  • Matrix Capital Management Company first reported a position in Cloudflare in Q3 2020 and held it in 2 quarters.
  • Matrix Capital Management Company's Cloudflare position peaked at $20.7M in Q3 2020.
  • 548 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Matrix Capital Management Company's 13F filing for Q4 2022, filed 13 Feb 2023.