Position
Bridgewater in Cloudflare, Inc.
Back to the book · All holders of NET
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $261.7K$206.34 → $245.28
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 40.9K | $8.06M | — | — | — | 0.0% |
| Q1 2026 | 8.76K | $1.81M | $206.34 | $80.5K | −$6.34M | 0.0% |
| Q2 2026 | 6.72K | $1.65M | $245.28 | $261.7K | −$420.5K | 0.0% |