Sands Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965M | Sell |
4,928,874
-1,498,572
| -23% | -$293M | 2.77% | 13 |
|
|
2025
Q1 | $724M | Sell |
6,427,446
-1,338,608
| -17% | -$151M | 2.46% | 16 |
|
|
2024
Q4 | $836M | Buy |
7,766,054
+1,421,670
| +22% | +$153M | 2.47% | 16 |
|
|
2024
Q3 | $513M | Sell |
6,344,384
-124,618
| -2% | -$10.1M | 1.56% | 24 |
|
|
2024
Q2 | $536M | Buy |
6,469,002
+2,880
| +0% | +$239K | 1.57% | 24 |
|
|
2024
Q1 | $626M | Sell |
6,466,122
-4,127,520
| -39% | -$400M | 1.75% | 22 |
|
|
2023
Q4 | $882M | Sell |
10,593,642
-413,749
| -4% | -$34.4M | 2.68% | 16 |
|
|
2023
Q3 | $694M | Sell |
11,007,391
-397,153
| -3% | -$25M | 2.36% | 16 |
|
|
2023
Q2 | $746M | Sell |
11,404,544
-3,258,457
| -22% | -$213M | 2.31% | 17 |
|
|
2023
Q1 | $904M | Sell |
14,663,001
-791,121
| -5% | -$48.8M | 2.98% | 13 |
|
|
2022
Q4 | $699M | Sell |
15,454,122
-502,146
| -3% | -$22.7M | 2.64% | 15 |
|
|
2022
Q3 | $883M | Buy |
15,956,268
+312,315
| +2% | +$17.3M | 3.31% | 9 |
|
|
2022
Q2 | $684M | Buy |
15,643,953
+2,093,425
| +15% | +$91.6M | 2.37% | 15 |
|
|
2022
Q1 | $1.62B | Buy |
13,550,528
+4,731,354
| +54% | +$566M | 3.73% | 7 |
|
|
2021
Q4 | $1.16B | Buy |
8,819,174
+495,797
| +6% | +$65.2M | 2.15% | 20 |
|
|
2021
Q3 | $938M | Buy |
8,323,377
+7,289,490
| +705% | +$821M | 1.56% | 23 |
|
|
2021
Q2 | $109M | Buy |
1,033,887
+116,140
| +13% | +$12.3M | 0.19% | 61 |
|
|
2021
Q1 | $64.5M | Buy |
+917,747
| New | +$64.5M | 0.12% | 63 |
|