Position over 24 quarters · +1,900% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '20 | 125K | — | $30.0M | |
| Q3 '20 | 125K | +0 | $34.7M | |
| Q4 '20 | 500K | +375K | $38.6M | |
| Q1 '21 | 437K | -63K | $33.1M | |
| Q2 '21 | 634K | +197K | $46.5M | |
| Q3 '21 | 634K | +0 | $49.8M | |
| Q4 '21 | 634K | +0 | $59.2M | |
| Q1 '22 | 269K | -365K | $22.8M | |
| Q2 '22 | 255K | -13K | $19.8M | |
| Q3 '22 | 300K | +45K | $23.5M | |
| Q4 '22 | 207K | -93K | $17.3M | |
| Q1 '23 | 510K | +303K | $39.3M | |
| Q2 '23 | 1.1M | +566K | $79.8M | |
| Q3 '23 | 1.7M | +614K | $96.8M | |
| Q4 '23 | 1.7M | +0 | $102.6M | |
| Q1 '24 | 2.0M | +311K | $127.8M | |
| Q2 '24 | 2.0M | +0 | $141.6M | |
| Q3 '24 | 1.2M | -812K | $100.5M | |
| Q4 '24 | 1.7M | +512K | $121.9M | |
| Q1 '25 | 1.7M | +0 | $120.5M | |
| Q2 '25 | 2.4M | +700K | $166.6M | |
| Q3 '25 | 3.1M | +700K | $234.0M | |
| Q4 '25 | 3.0M | -100K | $240.8M | |
| Q1 '26 | 2.5M | -500K | $232.2M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.