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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
– – 4.92% 7
2021
Q2 		$28.7M Sell
271,022
-13,937
-5% -$1.15M 4.45% 12
2021
Q1 		$20M Buy
284,959
+24,052
+9% +$1.85M 2.84% 20
2020
Q4 		$19.8M Sell
260,907
-156,700
-38% -$10.3M 2.59% 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 5.27% 6
2020
Q1 		$28.5M Buy
+1,212,492
New +$23.6M 7.9% 3

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