Rovida Advisors’s Cloudflare NET Stock Holding History

Rovida Advisors’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
2022 Q1	–	Sell	-351,400	Closed	-$46.2M	–	41
2021 Q4	$46.2M	Buy	351,400 +55,500	+19%	+$9.3M	2.07%	20
2021 Q3	$33.3M	Buy	+295,900	New	+$35.4M	1.41%	26

Other funds holding NET

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

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

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

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

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

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

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

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

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

Rovida Advisors's NET Position: Q1 2022 in Review

Rovida Advisors sold out of Cloudflare (NET) in Q1 2022, closing a stake of 351,400 shares — an estimated $46.2M sold.

Rovida Advisors first reported a position in NET in Q3 2021 and held it in 2 quarters. The position peaked at $46.2M in Q4 2021. 639 funds tracked by Wall St. Rank hold NET as of Q1 2022.

Rovida Advisors reported no remaining Cloudflare position as of Q1 2022 after selling out during the quarter.
Rovida Advisors sold 351,400 Cloudflare shares in Q1 2022, an estimated $46.2M.
Rovida Advisors first reported a position in Cloudflare in Q3 2021 and held it in 2 quarters.
Rovida Advisors's Cloudflare position peaked at $46.2M in Q4 2021.
639 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

Based on Rovida Advisors's 13F filing for Q1 2022, filed 10 May 2022.