Totem Point Management’s Cloudflare NET Stock Holding History

Totem Point 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
2021 Q4	–	Sell	-47,239	Closed	-$5.32M	–	16
2021 Q3	$5.32M	Buy	+47,239	New	+$5.64M	3.47%	14

Other funds holding NET

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Totem Point Management's NET Position: Q4 2021 in Review

Totem Point Management sold out of Cloudflare (NET) in Q4 2021, closing a stake of 47,239 shares — an estimated $5.32M sold.

Totem Point Management first reported a position in NET in Q3 2021 and held it in 1 quarter. The position peaked at $5.32M in Q3 2021. 680 funds tracked by Wall St. Rank hold NET as of Q4 2021.

Totem Point Management reported no remaining Cloudflare position as of Q4 2021 after selling out during the quarter.
Totem Point Management sold 47,239 Cloudflare shares in Q4 2021, an estimated $5.32M.
Totem Point Management first reported a position in Cloudflare in Q3 2021 and held it in 1 quarter.
Totem Point Management's Cloudflare position peaked at $5.32M in Q3 2021.
680 funds tracked by Wall St. Rank held Cloudflare as of Q4 2021.

Based on Totem Point Management's 13F filing for Q4 2021, filed 14 Feb 2022.