13F

Position

CWM, LLC in DoorDash, 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 $1.34M$0.23$150.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202520.9K$4.74K0.0%
Q1 20268.91K$1.34M$150.15$1.34M−$2.72K0.0%