13F

Position

GenTrust, LLC in Arista Networks, 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 −$19.3K$131.03$122.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.41K$446.7K0.0%
Q1 20262.34K$287.8K$122.78−$19.3K−$139.5K0.0%