13F

Position

BRAIDWELL LP in Penumbra Inc

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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 $1.84M$310.91$328.37

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025110.2K$34.2M1.1%
Q1 2026105.4K$34.6M$328.37$1.84M−$1.49M1.2%