13F

Position

TSFG, LLC in Bloom Energy Corp

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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 $722$0.09$0.14

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202515K$1.3K0.2%
Q1 202614.9K$2.01K$0.14$722−$110.3%