Position
Cache Advisors, LLC 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 $33.5K$197.15 → $206.34
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.65K | $719.6K | — | — | — | 0.1% |
| Q1 2026 | 3.65K | $753.1K | $206.34 | $33.5K | −$0 | 0.1% |