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ThornTree Capital Partners’s Cloudflare NET Stock Holding History

ThornTree Capital Partners’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
-271,022
Closed -$35.6M – 24
2021
Q4 		$35.6M Hold
271,022
– – 6.9% 5
2021
Q3 		$30.5M Hold
271,022
– – 4.31% 7
2021
Q2 		$28.7M Sell
271,022
-13,937
-5% -$1.15M 3.87% 12
2021
Q1 		$20M Buy
284,959
+24,052
+9% +$1.85M 2.58% 20
2020
Q4 		$19.8M Sell
260,907
-156,700
-38% -$10.3M 2.47% 20
2020
Q3 		$17.1M Sell
417,607
-499,600
-54% -$19.1M 2.43% 18
2020
Q2 		$33M Sell
917,207
-295,285
-24% -$8.25M 5.2% 6
2020
Q1 		$28.5M Buy
+1,212,492
New +$23.6M 7.9% 3

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ThornTree Capital Partners's NET Position: Q1 2022 in Review

ThornTree Capital Partners sold out of Cloudflare (NET) in Q1 2022, closing a stake of 271,022 shares — an estimated $35.6M sold.

ThornTree Capital Partners first reported a position in NET in Q1 2020 and held it in 8 quarters. The position peaked at $35.6M in Q4 2021. 640 funds tracked by Wall St. Rank hold NET as of Q1 2022.

  • ThornTree Capital Partners reported no remaining Cloudflare position as of Q1 2022 after selling out during the quarter.
  • ThornTree Capital Partners sold 271,022 Cloudflare shares in Q1 2022, an estimated $35.6M.
  • ThornTree Capital Partners first reported a position in Cloudflare in Q1 2020 and held it in 8 quarters.
  • ThornTree Capital Partners's Cloudflare position peaked at $35.6M in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

Based on ThornTree Capital Partners's 13F filing for Q1 2022, filed 16 May 2022.