13F

Position

Compound Planning, Inc. in Fortinet, 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 $37.2K$79.41$81.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202516.1K$1.28M0.0%
Q1 202628.5K$2.33M$81.72$37.2K$1.01M0.1%