Position
Drystone LLC in Microsoft Corp
Back to the book · All holders of MSFT
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 −$1.88M$483.63 → $370.17
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 16.6K | $8.03M | — | — | — | 7.2% |
| Q1 2026 | 16.6K | $6.15M | $370.17 | −$1.88M | $370 | 5.5% |