Position
TrinityBridge Ltd in Kla Corp
Back to the book · All holders of KLAC
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 $26.3K$1.21 → $1.47
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 119.5K | $145.1K | — | — | — | 3.2% |
| Q1 2026 | 102.2K | $150.4K | $1.47 | $26.3K | −$21K | 4.1% |