13F

Position

Numerai GP LLC in Kosmos Energy 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 $143.4K$0.91$2.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202576.6K$69.5K0.0%
Q1 2026309.8K$861.2K$2.78$143.4K$648.3K0.1%