Position
Tidemark, 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 $275$197.17 → $206.33
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 30 | $5.92K | — | — | — | 0.0% |
| Q1 2026 | 30 | $6.19K | $206.33 | $275 | −$0 | 0.0% |