Position over 8 quarters · +460% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '24 | 250K | — | $40.9M | |
| Q3 '24 | 710K | +460K | $101.5M | |
| Q4 '24 | 800K | +90K | $98.7M | |
| Q1 '25 | 1.0M | +200K | $106.8M | |
| Q2 '25 | 734K | -266K | $118.6M | |
| Q3 '25 | 800K | +66K | $113.2M | |
| Q4 '25 | 1.1M | +300K | $120.2M | |
| Q1 '26 | 1.4M | +300K | $211.8M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.