13F

Position

Sunpointe, LLC in Snowflake 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 −$145.5K$219.36$150.82

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.31K$506.9K0.2%
Q1 20262.12K$320.2K$150.82−$145.5K−$41.2K0.1%