13F

Position

MLP3, LLC in Microsoft Corp

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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 −$185.3K$483.68$370.08

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.63K$788.9K0.9%
Q1 20261.63K$604.7K$370.08−$185.3K$1.11K0.7%