Question 1

Does Atreides Management own NET stock?

Accepted Answer

No. Atreides Management exited its NET (Cloudflare) position in Q1 2021. Its Q4 2020 13F listed 203,400 shares worth $15.5M.

Question 2

How many shares of NET does Atreides Management own?

Accepted Answer

None since Q1 2021, when Atreides Management exited the position. Its Q4 2020 13F listed 203,400 shares worth $15.5M.

Question 3

What is Atreides Management's NET position worth?

Accepted Answer

Atreides Management's NET position was worth $15.5M in its Q4 2020 13F, before the exit in Q1 2021.

Question 4

Is Atreides Management buying or selling NET?

Accepted Answer

In Q1 2021, Atreides Management exited its entire NET position.

Question 5

When did Atreides Management first buy NET?

Accepted Answer

Atreides Management first reported NET in its Q3 2020 13F and listed it in 2 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$65.80	0
2020-Q4	Decreased	203,400	-3.5%	$15.5M	0.7%	$77.53	0
2020-Q3	New	210,700	-	$8.7M	0.8%	$40.67	55

NET3 quarters

NET
3 quarters