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Archon Partners’s Cloudflare NET Stock Holding History

Archon Partners’s Portfolio NET Stock Details NET Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.8M Hold
55,000
– – 1.24% 28
2025
Q1 		$6.2M Buy
55,000
+2,000
+4% +$225K 0.75% 32
2024
Q4 		$5.71M Buy
+53,000
New +$5.71M 0.66% 32