Position
NVIDIA CORP in Intel Corp
Back to the book · All holders of INTC
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 $1.55B$36.90 → $44.13
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 214.8M | $7.93B | — | — | — | 60.5% |
| Q1 2026 | 214.8M | $9.48B | $44.13 | $1.55B | −$0 | 51.6% |