Archon Partners’s Cloudflare NET Stock Holding History

Archon Partners’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.8M	Hold
2025 Q1	$6.2M	Buy
2024 Q4	$5.71M	Buy