MGM
Miura Global Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$3.33M | 7.68% | 3 |
|
|
2023
Q3 | $7.88M | Hold |
125,000
| – | – | 5.39% | 8 |
|
|
2023
Q2 | $8.17M | Sell |
125,000
-25,000
| -17% | -$1.63M | 2.92% | 8 |
|
|
2023
Q1 | $9.25M | Sell |
150,000
-100,000
| -40% | -$6.17M | 5.38% | 6 |
|
|
2022
Q4 | $11.3M | Buy |
250,000
+165,000
| +194% | +$7.46M | 5.69% | 9 |
|
|
2022
Q3 | $4.7M | Sell |
85,000
-43,000
| -34% | -$2.38M | 2.82% | 14 |
|
|
2022
Q2 | $5.6M | Buy |
128,000
+38,000
| +42% | +$1.66M | 3.84% | 11 |
|
|
2022
Q1 | $10.8M | Sell |
90,000
-10,000
| -10% | -$1.2M | 3.5% | 12 |
|
|
2021
Q4 | $13.2M | Sell |
100,000
-85,000
| -46% | -$11.2M | 2.23% | 19 |
|
|
2021
Q3 | $20.8M | Sell |
185,000
-5,000
| -3% | -$563K | 3.23% | 14 |
|
|
2021
Q2 | $20.1M | Sell |
190,000
-160,000
| -46% | -$16.9M | 3.67% | 12 |
|
|
2021
Q1 | $24.6M | Sell |
350,000
-50,000
| -13% | -$3.51M | 4.39% | 8 |
|
|
2020
Q4 | $30.4M | Buy |
400,000
+33,000
| +9% | +$2.51M | 5.74% | 4 |
|
|
2020
Q3 | $15.1M | Buy |
+367,000
| New | +$15.1M | 4.27% | 8 |
|
|
2019
Q4 | – | Sell |
-200,000
| Closed | -$3.71M | – | 43 |
|
|
2019
Q3 | $3.71M | Buy |
+200,000
| New | +$3.71M | 0.65% | 28 |
|