13F

Position

Sunpointe, LLC in Netflix 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 $16.3K$93.76$96.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.82K$639.7K0.2%
Q1 202615.4K$1.48M$96.15$16.3K$820.2K0.5%