Position
Sunpointe, LLC in Broadcom Inc.
Back to the book · All holders of AVGO
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 −$854.2K$346.09 → $309.51
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 26.4K | $9.15M | — | — | — | 3.0% |
| Q1 2026 | 23.3K | $7.23M | $309.51 | −$854.2K | −$1.07M | 2.4% |