Position over 7 quarters · +76% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 276K | — | $58.1M | |
| Q1 '24 | 290K | +15K | $62.5M | |
| Q2 '24 | 495K | +204K | $97.2M | |
| Q3 '24 | 576K | +81K | $127.0M | |
| Q4 '24 | 525K | -50K | $122.0M | |
| Q1 '25 | 577K | +52K | $153.1M | |
| Q2 '25 | 486K | -91K | $133.9M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.