13F

Position

Optas, LLC in Adobe 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 −$100K$349.99$243.08

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.95K$682.8K0.1%
Q1 2026935$227.3K$243.08−$100K−$355.6K0.0%