NET Cloudflare Inc

held 1.3 yr · 5 quarters on record · no longer held NET across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q1 2026	52,535	0.37%	NEW	$11M
Q3 2022	249,305	0.79%	NEW	$14M
Q1 2021	96,738	0.15%	Reduce 87.8%	$7M
Q4 2020	790,848	1.63%	Add ×3.1	$60M
Q3 2020	256,535	0.31%	NEW	$11M

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