13F

Position

one8zero8, LLC in StoneCo 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 −$217.4K$14.79$14.12

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025324.5K$4.8M1.0%
Q1 2026345.2K$4.87M$14.12−$217.4K$292.3K1.1%