Position over 6 quarters · +87% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '24 | 180K | — | $56.9M | |
| Q1 '25 | 180K | +0 | $63.1M | |
| Q2 '25 | 200K | +20K | $71.0M | |
| Q3 '25 | 200K | +0 | $68.3M | |
| Q4 '25 | 250K | +50K | $87.7M | |
| Q1 '26 | 336K | +86K | $101.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.