Position over 7 quarters · +70% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 750K | — | $53.2M | |
| Q2 '24 | 750K | +0 | $45.0M | |
| Q3 '24 | 1.1M | +370K | $71.1M | |
| Q4 '24 | 1.1M | +0 | $104.5M | |
| Q1 '25 | 1.1M | +0 | $92.1M | |
| Q2 '25 | 1.3M | +155K | $45.6M | |
| Q3 '25 | 1.3M | +0 | $48.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.