13F

Position

one8zero8, LLC in Netflix 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 $11.3K$93.76$96.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.71K$441.6K0.1%
Q1 20266.01K$577.5K$96.15$11.3K$124.6K0.1%