Position
Bradyco, Inc. in Microsoft Corp
Back to the book · All holders of MSFT
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 −$2.94M$483.62 → $370.17
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 25.9K | $12.5M | — | — | — | 15.6% |
| Q1 2026 | 38.5K | $14.3M | $370.17 | −$2.94M | $4.66M | 11.1% |