Position
BCWM, LLC in Heartflow, Inc.
Back to the book · All holders of HTFL
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$150.1K$29.15 → $24.33
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 31.1K | $907.7K | — | — | — | 0.3% |
| Q1 2026 | 31.3K | $761.8K | $24.33 | −$150.1K | $4.16K | 0.2% |