MCM
Maytus Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Sell |
45,464
-24,536
| -35% | -$4.8M | 1.64% | 23 |
|
|
2025
Q1 | $7.89M | Hold |
70,000
| – | – | 2.43% | 15 |
|
|
2024
Q4 | $7.54M | Buy |
70,000
+10,000
| +17% | +$1.08M | 2.63% | 11 |
|
|
2024
Q3 | $4.85M | Sell |
60,000
-57,500
| -49% | -$4.65M | 1.71% | 27 |
|
|
2024
Q2 | $9.73M | Buy |
117,500
+63,500
| +118% | +$5.26M | 3.48% | 6 |
|
|
2024
Q1 | $5.23M | Sell |
54,000
-18,433
| -25% | -$1.78M | 2.22% | 15 |
|
|
2023
Q4 | $6.03M | Sell |
72,433
-12,567
| -15% | -$1.05M | 2.41% | 18 |
|
|
2023
Q3 | $5.36M | Buy |
85,000
+42,500
| +100% | +$2.68M | 2.98% | 13 |
|
|
2023
Q2 | $2.78M | Sell |
42,500
-35,500
| -46% | -$2.32M | 1.37% | 32 |
|
|
2023
Q1 | $4.81M | Buy |
78,000
+41,000
| +111% | +$2.53M | 3.1% | 11 |
|
|
2022
Q4 | $1.67M | Buy |
+37,000
| New | +$1.67M | 1.89% | 21 |
|