13F

Position

Fidelity in Accelerant Holdings

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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 −$2.97M$13.36$11.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.79M$29.2M0.0%
Q1 20261.81M$24.2M$13.36−$5.35M$321.6K0.0%
Q2 20265.63M$66M$11.72−$2.97M$44.7M0.0%