Pelham Capital’s Cloudflare NET Stock Holding History

Pelham Capital’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
2019 Q4	–	Sell	-750,000	Closed	-$13.9M	–	11
2019 Q3	$13.9M	Buy	+750,000	New	+$14.5M	1.56%	8

Other funds holding NET

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

Greenspring Associates Owings Mills, Maryland $1.48B AUM 61.93% 1-Year Est. Return

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

GGHC

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pelham Capital's NET Position: Q4 2019 in Review

Pelham Capital sold out of Cloudflare (NET) in Q4 2019, closing a stake of 750,000 shares — an estimated $13.9M sold.

Pelham Capital first reported a position in NET in Q3 2019 and held it in 1 quarter. The position peaked at $13.9M in Q3 2019. 107 funds tracked by Wall St. Rank hold NET as of Q4 2019.

Pelham Capital reported no remaining Cloudflare position as of Q4 2019 after selling out during the quarter.
Pelham Capital sold 750,000 Cloudflare shares in Q4 2019, an estimated $13.9M.
Pelham Capital first reported a position in Cloudflare in Q3 2019 and held it in 1 quarter.
Pelham Capital's Cloudflare position peaked at $13.9M in Q3 2019.
107 funds tracked by Wall St. Rank held Cloudflare as of Q4 2019.

Based on Pelham Capital's 13F filing for Q4 2019, filed 3 Feb 2020.