The public book went to 0 and LPs lost everything. The 80% number is a result of blending the Anthropic stake (+620% YTD, 25% of NAV) and the public book (-100%, 75% of NAV) = +80% YTD

> All the stuff that it was forced to sell to Citadel is also up ~10%-30% since the sale

and Citidel took it all at a multiple billion dollar discount to the prior close