13F

Position

TrinityBridge Ltd in Axcelis Technologies 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 $4$0.08$0.09

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025280$220.0%
Q1 2026280$26$0.09$4−$00.0%