SVC
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Strycker View Capital’s Cloudflare NET Stock Holding History

Strycker View 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
2020
Q1 		– Sell
-852,514
Closed -$14.5M – 14
2019
Q4 		$14.5M Sell
852,514
-67,750
-7% -$1.15M 6.88% 6
2019
Q3 		$17.1M Buy
+920,264
New +$17.8M 6.78% 8

Other funds holding NET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenspring Associates Owings Mills, Maryland $1.48B AUM 61.93% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Strycker View Capital's NET Position: Q1 2020 in Review

Strycker View Capital sold out of Cloudflare (NET) in Q1 2020, closing a stake of 852,514 shares — an estimated $14.5M sold.

Strycker View Capital first reported a position in NET in Q3 2019 and held it in 2 quarters. The position peaked at $17.1M in Q3 2019. 142 funds tracked by Wall St. Rank hold NET as of Q1 2020.

  • Strycker View Capital reported no remaining Cloudflare position as of Q1 2020 after selling out during the quarter.
  • Strycker View Capital sold 852,514 Cloudflare shares in Q1 2020, an estimated $14.5M.
  • Strycker View Capital first reported a position in Cloudflare in Q3 2019 and held it in 2 quarters.
  • Strycker View Capital's Cloudflare position peaked at $17.1M in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Cloudflare as of Q1 2020.

Based on Strycker View Capital's 13F filing for Q1 2020, filed 14 May 2020.