13F

Position

Quarry LP in Vaxcyte, 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 $59.8K$46.14$58.11

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255K$230.7K0.0%
Q1 20267K$406.8K$58.11$59.8K$116.2K0.1%