13F

Position

one8zero8, LLC in Microchip Technology 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 $4.27K$63.72$64.61

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.8K$305.9K0.1%
Q1 20264.8K$310.1K$64.61$4.27K−$00.1%