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Telemark Asset Management’s Cloudflare NET Stock Holding History

Telemark Asset Management’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
-50,000
Closed -$6.58M – 61
2021
Q4 		$6.58M Sell
50,000
-100,000
-67% -$16.8M 0.47% 51
2021
Q3 		$16.9M Buy
150,000
+50,000
+50% +$5.97M 1.22% 34
2021
Q2 		$10.6M Buy
+100,000
New +$8.28M 0.84% 46

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Telemark Asset Management's NET Position: Q1 2022 in Review

Telemark Asset Management sold out of Cloudflare (NET) in Q1 2022, closing a stake of 50,000 shares — an estimated $6.58M sold.

Telemark Asset Management first reported a position in NET in Q2 2021 and held it in 3 quarters. The position peaked at $16.9M in Q3 2021. 640 funds tracked by Wall St. Rank hold NET as of Q1 2022.

  • Telemark Asset Management reported no remaining Cloudflare position as of Q1 2022 after selling out during the quarter.
  • Telemark Asset Management sold 50,000 Cloudflare shares in Q1 2022, an estimated $6.58M.
  • Telemark Asset Management first reported a position in Cloudflare in Q2 2021 and held it in 3 quarters.
  • Telemark Asset Management's Cloudflare position peaked at $16.9M in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

Based on Telemark Asset Management's 13F filing for Q1 2022, filed 11 May 2022.