Picton Mahoney Asset Management’s Cloudflare NET Stock Holding History

Picton Mahoney Asset Management’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$25.3M	Sell
2025 Q1	$16.4M	Buy
2024 Q4	$11.6M	Buy
2024 Q3	$6.27M	Buy
2024 Q2	$3.5M	Buy