Primecap Management’s Barracuda Networks, Inc. CUDA Stock Holding History

Primecap Management’s Portfolio CUDA Stock Details CUDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-720,000	Closed	-$19.8M	–	293
2017 Q4	$19.8M	Buy	720,000 +45,000	+7%	+$1.12M	0.02%	211
2017 Q3	$16.4M	Sell	675,000 -135,000	-17%	-$3.17M	0.01%	212
2017 Q2	$18.7M	Sell	810,000 -5,000	-0.6%	-$110K	0.02%	211
2017 Q1	$18.8M	Sell	815,000 -10,000	-1%	-$234K	0.02%	204
2016 Q4	$17.7M	Hold	825,000	–	–	0.02%	204
2016 Q3	$21M	Sell	825,000 -68,000	-8%	-$1.49M	0.02%	200
2016 Q2	$13.5M	Sell	893,000 -22,000	-2%	-$352K	0.01%	215
2016 Q1	$14.1M	Buy	915,000 +250,000	+38%	+$3.18M	0.01%	214
2015 Q4	$12.4M	Buy	665,000 +155,000	+30%	+$2.9M	0.01%	215
2015 Q3	$7.95M	Buy	+510,000	New	+$14.3M	0.01%	228

Other funds holding CUDA

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Primecap Management's CUDA Position: Q1 2018 in Review

Primecap Management sold out of Barracuda Networks, Inc. (CUDA) in Q1 2018, closing a stake of 720,000 shares — an estimated $19.8M sold.

Primecap Management first reported a position in CUDA in Q3 2015 and held it in 10 quarters. The position peaked at $21M in Q3 2016. 2 funds tracked by Wall St. Rank hold CUDA as of Q1 2018.

Primecap Management reported no remaining Barracuda Networks, Inc. position as of Q1 2018 after selling out during the quarter.
Primecap Management sold 720,000 Barracuda Networks, Inc. shares in Q1 2018, an estimated $19.8M.
Primecap Management first reported a position in Barracuda Networks, Inc. in Q3 2015 and held it in 10 quarters.
Primecap Management's Barracuda Networks, Inc. position peaked at $21M in Q3 2016.
2 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q1 2018.

Based on Primecap Management's 13F filing for Q1 2018, filed 14 May 2018.