Peconic Partners’s Cloudflare NET Stock Holding History

Peconic Partners’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
2023 Q3	–	Sell	-30,000	Closed	-$1.96M	–	10
2023 Q2	$1.96M	Buy	+30,000	New	+$1.79M	0.09%	11

Other funds holding NET

Morgan Stanley New York $1.89T AUM 35.08% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners's NET Position: Q3 2023 in Review

Peconic Partners sold out of Cloudflare (NET) in Q3 2023, closing a stake of 30,000 shares — an estimated $1.96M sold.

Peconic Partners first reported a position in NET in Q2 2023 and held it in 1 quarter. The position peaked at $1.96M in Q2 2023. 571 funds tracked by Wall St. Rank hold NET as of Q3 2023.

Peconic Partners reported no remaining Cloudflare position as of Q3 2023 after selling out during the quarter.
Peconic Partners sold 30,000 Cloudflare shares in Q3 2023, an estimated $1.96M.
Peconic Partners first reported a position in Cloudflare in Q2 2023 and held it in 1 quarter.
Peconic Partners's Cloudflare position peaked at $1.96M in Q2 2023.
571 funds tracked by Wall St. Rank held Cloudflare as of Q3 2023.

Based on Peconic Partners's 13F filing for Q3 2023, filed 14 Nov 2023.