Position
Marex Group plc 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 $40.4K$197.15 → $206.34
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2022 | 4.93K | $223.1K | — | — | — | 0.0% |
| Q2 2024 | 4.34K | $359.2K | $82.83 | $163.2K | −$27K | 0.0% |
| Q4 2024 | 1.91K | $206K | $107.68 | $47.5K | −$200.8K | 0.0% |
| Q4 2025 | 11.6K | $2.29M | $197.15 | $171.2K | $1.91M | 0.0% |
| Q1 2026 | 4.39K | $906.5K | $206.34 | $40.4K | −$1.42M | 0.0% |