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Davis Capital Management’s Cloudflare NET Stock Holding History

Davis Capital Management’s Portfolio NET Stock Details NET Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$490K Hold
4,350
– – 0.39% 63
2024
Q4 		$468K Sell
4,350
-50
-1% -$5.38K 0.38% 64
2024
Q3 		$356K Sell
4,400
-300
-6% -$24.3K 0.28% 65
2024
Q2 		$395K Buy
+4,700
New +$395K 0.34% 63