13F

Position

BRAIDWELL LP in Thermo Fisher Scientific 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 −$7.1M$579.45$491.53

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202580.7K$46.8M1.5%
Q1 202692.9K$45.7M$491.53−$7.1M$5.99M1.5%