Miura Global Management’s Cloudflare NET Stock Holding History

Miura Global 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
2024 Q1	–	Sell	-165,000	Closed	-$13.7M	–	28
2023 Q4	$13.7M	Buy	165,000 +40,000	+32%	+$2.8M	7.68%	3
2023 Q3	$7.88M	Hold	125,000	–	–	5.39%	8
2023 Q2	$8.17M	Sell	125,000 -25,000	-17%	-$1.49M	2.92%	9
2023 Q1	$9.25M	Sell	150,000 -100,000	-40%	-$5.47M	5.38%	6
2022 Q4	$11.3M	Buy	250,000 +165,000	+194%	+$8.16M	5.69%	9
2022 Q3	$4.7M	Sell	85,000 -43,000	-34%	-$2.55M	2.82%	14
2022 Q2	$5.6M	Buy	128,000 +38,000	+42%	+$2.74M	3.84%	11
2022 Q1	$10.8M	Sell	90,000 -10,000	-10%	-$1.04M	3.5%	12
2021 Q4	$13.2M	Sell	100,000 -85,000	-46%	-$14.2M	2.23%	19
2021 Q3	$20.8M	Sell	185,000 -5,000	-3%	-$597K	3.23%	14
2021 Q2	$20.1M	Sell	190,000 -160,000	-46%	-$13.2M	3.67%	12
2021 Q1	$24.6M	Sell	350,000 -50,000	-13%	-$3.85M	4.39%	8
2020 Q4	$30.4M	Buy	400,000 +33,000	+9%	+$2.16M	5.74%	4
2020 Q3	$15.1M	Buy	+367,000	New	+$14.1M	4.27%	8
2019 Q4	–	Sell	-200,000	Closed	-$3.71M	–	43
2019 Q3	$3.71M	Buy	+200,000	New	+$3.87M	0.65%	28

Other funds holding NET

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Miura Global Management's NET Position: Q1 2024 in Review

Miura Global Management sold out of Cloudflare (NET) in Q1 2024, closing a stake of 165,000 shares — an estimated $13.7M sold.

Miura Global Management first reported a position in NET in Q3 2019 and held it in 15 quarters. The position peaked at $30.4M in Q4 2020. 711 funds tracked by Wall St. Rank hold NET as of Q1 2024.

Miura Global Management reported no remaining Cloudflare position as of Q1 2024 after selling out during the quarter.
Miura Global Management sold 165,000 Cloudflare shares in Q1 2024, an estimated $13.7M.
Miura Global Management first reported a position in Cloudflare in Q3 2019 and held it in 15 quarters.
Miura Global Management's Cloudflare position peaked at $30.4M in Q4 2020.
711 funds tracked by Wall St. Rank held Cloudflare as of Q1 2024.

Based on Miura Global Management's 13F filing for Q1 2024, filed 15 May 2024.