Position over 10 quarters · +516% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 95K | — | $38.8M | |
| Q1 '24 | 167K | +72K | $59.8M | |
| Q2 '24 | 167K | +0 | $41.7M | |
| Q3 '24 | 189K | +22K | $51.0M | |
| Q4 '24 | 291K | +102K | $67.7M | |
| Q1 '25 | 293K | +2K | $51.3M | |
| Q2 '25 | 293K | +0 | $61.4M | |
| Q3 '25 | 513K | +220K | $159.1M | |
| Q4 '25 | 485K | -28K | $203.4M | |
| Q1 '26 | 585K | +100K | $143.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.