Position over 5 quarters · +55% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 620K | — | $23.5M | |
| Q2 '25 | 687K | +67K | $28.9M | |
| Q3 '25 | 841K | +154K | $44.6M | |
| Q4 '25 | 903K | +63K | $266.3M | |
| Q1 '26 | 963K | +60K | $310.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.