Position
EWA, LLC in Gilead Sciences, 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 $47K$122.73 → $139.38
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.82K | $346.1K | — | — | — | 0.1% |
| Q1 2026 | 3.14K | $437.7K | $139.38 | $47K | $44.6K | 0.1% |