13F

Position

one8zero8, LLC in Palo Alto Networks 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 −$49.3K$184.20$160.32

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.56K$472.5K0.1%
Q1 20262.06K$331.1K$160.32−$49.3K−$92.1K0.1%