Position over 9 quarters · +44% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 80K | — | $44.1M | |
| Q2 '24 | 98K | +18K | $50.5M | |
| Q3 '24 | 170K | +72K | $75.4M | |
| Q4 '24 | 170K | +0 | $79.8M | |
| Q1 '25 | 190K | +20K | $98.1M | |
| Q2 '25 | 187K | -3K | $95.2M | |
| Q3 '25 | 130K | -57K | $60.7M | |
| Q4 '25 | 130K | +0 | $57.6M | |
| Q1 '26 | 115K | -15K | $48.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.