13F

Position

CacheTech Inc. in Broadcom 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 −$90.8K$346.17$309.51

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.48K$857.1K0.2%
Q1 20262.97K$919.6K$309.51−$90.8K$153.2K0.2%