13F

Position

Essential Partners LLC in Sutro Biopharma, 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 $43$0.87$11.50

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 2025654$4670.0%
Q3 2025212$184$0.87$33−$3160.0%
Q4 20254$46$11.50$43−$1810.0%