13F

Position

Tidemark, LLC in Super Micro Computer 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 −$20$29.33$22.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253$880.0%
Q1 20269$205$22.78−$20$1370.0%