OPFM
Optimus Prime Fund Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-845,000
| Closed | -$91M | – | 25 |
|
|
2024
Q4 | $91M | Sell |
845,000
-410,000
| -33% | -$44.1M | 9.74% | 4 |
|
|
2024
Q3 | $102M | Buy |
1,255,000
+50,000
| +4% | +$4.04M | 13.25% | 2 |
|
|
2024
Q2 | $99.8M | Hold |
1,205,000
| – | – | 11.75% | 3 |
|
|
2024
Q1 | $117M | Buy |
1,205,000
+275,000
| +30% | +$26.6M | 11.65% | 2 |
|
|
2023
Q4 | $77.4M | Buy |
930,000
+70,000
| +8% | +$5.83M | 9.66% | 4 |
|
|
2023
Q3 | $54.2M | Sell |
860,000
-654,093
| -43% | -$41.2M | 7.21% | 6 |
|
|
2023
Q2 | $99M | Hold |
1,514,093
| – | – | 13.62% | 1 |
|
|
2023
Q1 | $93.4M | Buy |
1,514,093
+97,448
| +7% | +$6.01M | 13% | 1 |
|
|
2022
Q4 | $64M | Buy |
1,416,645
+440,000
| +45% | +$19.9M | 7.74% | 3 |
|
|
2022
Q3 | $54M | Hold |
976,645
| – | – | 6.7% | 4 |
|
|
2022
Q2 | $42.7M | Buy |
976,645
+740,000
| +313% | +$32.4M | 4.57% | 7 |
|
|
2022
Q1 | $28.3M | Sell |
236,645
-30,000
| -11% | -$3.59M | 2.45% | 13 |
|
|
2021
Q4 | $35.1M | Buy |
266,645
+10,000
| +4% | +$1.32M | 2.08% | 16 |
|
|
2021
Q3 | $28.9M | Sell |
256,645
-20,000
| -7% | -$2.25M | 2.06% | 18 |
|
|
2021
Q2 | $29.3M | Hold |
276,645
| – | – | 1.99% | 19 |
|
|
2021
Q1 | $19.4M | Buy |
276,645
+90,000
| +48% | +$6.32M | 1.76% | 22 |
|
|
2020
Q4 | $14.2M | Sell |
186,645
-194,555
| -51% | -$14.8M | 1.53% | 20 |
|
|
2020
Q3 | $15.7M | Buy |
+381,200
| New | +$15.7M | 2.25% | 15 |
|
|
2020
Q2 | – | Sell |
-30,000
| Closed | -$704K | – | 40 |
|
|
2020
Q1 | $704K | Buy |
+30,000
| New | +$704K | 0.14% | 43 |
|