13F

Position

Strid Group, LLC in Microsoft Corp

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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 −$120.4K$483.65$370.21

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.21K$584.3K0.1%
Q1 20261.06K$392.8K$370.21−$120.4K−$71.1K0.0%