13F

Position

TrinityBridge Ltd in Cloudflare, 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 $1$0.19$0.20

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202588$170.0%
Q1 202688$18$0.20$1−$00.0%