13F

Position

Values First Advisors, Inc. in Vaxcyte, 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 $56K$46.14$58.11

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.68K$216K0.1%
Q1 20266.62K$384.5K$58.11$56K$112.6K0.2%