13F

Position

FOCUSED ALPHA, LLC in Palantir Technologies 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 −$51.6K$177.74$146.26

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.31K$1.48M0.4%
Q1 20261.64K$239.6K$146.26−$51.6K−$1.19M0.1%