Position
CHOREO, LLC in Cloudflare, Inc.
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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 $43.2K$199.62 → $206.35
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 6.42K | $1.28M | — | — | — | 0.0% |
| Q1 2026 | 6.66K | $1.37M | $206.35 | $43.2K | $48.3K | 0.0% |