Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Cloudflare, Inc. (NET)
← All NET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% <0.01 $111.57–221.64 · VW $165.07i SEC
2021   Q3 2,473 <0.01 $112.82 $279,000 SEC
2021   Q2 2,473 <0.01 $105.94 $262,000 SEC
2021   Q1 2,473 <0.01 $70.36 $174,000 SEC
2020   Q4 2,473 <0.01 Reduce 3.02% $41.66–88.77 · VW $66.23i $188,000 SEC
2020   Q3 2,550 <0.01 Buy <0.01 $32.69–45.28 · VW $38.33i $105,000 SEC
Price snapshot:
Current price$269.53
52-week low$158.83
52-week high$280.14