Position over 14 quarters · +195% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '22 | 200K | — | $21.1M | |
| Q1 '23 | 89K | -111K | $12.2M | |
| Q2 '23 | 115K | +26K | $16.9M | |
| Q3 '23 | 430K | +315K | $72.0M | |
| Q4 '23 | 430K | +0 | $109.8M | |
| Q1 '24 | 292K | -138K | $93.5M | |
| Q2 '24 | 292K | +0 | $111.8M | |
| Q3 '24 | 52K | -239K | $14.6M | |
| Q4 '24 | 437K | +385K | $149.4M | |
| Q1 '25 | 286K | -151K | $100.7M | |
| Q2 '25 | 499K | +213K | $254.1M | |
| Q3 '25 | 624K | +125K | $305.9M | |
| Q4 '25 | 462K | -162K | $216.3M | |
| Q1 '26 | 590K | +129K | $230.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.