13F

Position

Sunpointe, LLC in Mastercard 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 −$95.2K$570.88$499.66

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.34K$762.7K0.3%
Q1 20262.04K$1.02M$499.66−$95.2K$349.8K0.3%