13F

Position

Essential Partners LLC in Vaxcyte, 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 $59$46.20$58.10

QuarterSharesValueImplied pxEst. markFlowWeight
Q3 20252$720.0%
Q4 20255$231$46.20$20$1390.0%
Q1 202621$1.22K$58.10$59$9300.0%