Position over 5 quarters · +66% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 275K | — | $84.8M | |
| Q2 '25 | 541K | +265K | $155.3M | |
| Q3 '25 | 426K | -115K | $178.6M | |
| Q4 '25 | 426K | +0 | $207.6M | |
| Q1 '26 | 457K | +31K | $271.0M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.