Position
McAdam, 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 $17.9K$197.15 → $206.36
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.94K | $382.5K | — | — | — | 0.0% |
| Q1 2026 | 2.62K | $541.3K | $206.36 | $17.9K | $140.9K | 0.0% |