Position
Sovran Advisors, 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 $62.6K$184.14 → $204.97
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3K | $553.2K | — | — | — | 0.0% |
| Q1 2026 | 3.24K | $663.7K | $204.97 | $62.6K | $48K | 0.1% |