Position
Edgestream Partners, L.P. in Doximity, 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 −$2.51M$44.28 → $23.30
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 119.8K | $5.31M | — | — | — | 0.1% |
| Q1 2026 | 252.6K | $5.88M | $23.30 | −$2.51M | $3.09M | 0.2% |