13F

Position

Optas, LLC in Dell Technologies 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 $78.2K$125.88$164.13

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.04K$257.4K0.0%
Q1 20262.23K$366.7K$164.13$78.2K$31K0.1%