13F

Position

EWA, LLC in Garmin Ltd

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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 $31.8K$202.84$232.06

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.09K$220.9K0.1%
Q1 20261.2K$279.2K$232.06$31.8K$26.5K0.1%