13F

Position

Cache Advisors, LLC in Microsoft Corp

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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 −$7.12M$483.62$370.17

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202562.8K$30.4M3.7%
Q1 202677.9K$28.8M$370.17−$7.12M$5.59M3.3%