13F

Position

TSFG, 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 −$1$0.03$0.02

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025150$40.0%
Q1 20261.55K$35$0.02−$1$320.0%