13F

Position

Ethic Inc. in Allegro Microsystems, 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 $95.9K$26.38$31.53

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202519.1K$503K0.0%
Q1 202618.6K$587.2K$31.53$95.9K−$11.8K0.0%