PMAM
Picton Mahoney Asset Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Sell |
129,395
-16,110
| -11% | -$3.15M | 0.26% | 58 |
|
|
2025
Q1 | $16.4M | Buy |
145,505
+37,488
| +35% | +$4.22M | 0.28% | 54 |
|
|
2024
Q4 | $11.6M | Buy |
108,017
+30,481
| +39% | +$3.28M | 0.24% | 87 |
|
|
2024
Q3 | $6.27M | Buy |
77,536
+35,261
| +83% | +$2.85M | 0.21% | 140 |
|
|
2024
Q2 | $3.5M | Buy |
+42,275
| New | +$3.5M | 0.14% | 165 |
|