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Kodai Capital Management’s Cloudflare NET Stock Holding History

Kodai 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 		$28.7M Buy
254,642
+118,569
+87% +$13.4M 1.14% 31
2024
Q4 		$14.7M Sell
136,073
-30,531
-18% -$3.29M 0.6% 52
2024
Q3 		$13.5M Buy
+166,604
New +$13.5M 0.28% 99