Position over 13 quarters · +90% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '23 | 1.7M | — | $54.0M | |
| Q2 '23 | 972K | -732K | $42.0M | |
| Q3 '23 | 940K | -32K | $43.2M | |
| Q4 '23 | 1.0M | +64K | $61.8M | |
| Q1 '24 | 1.0M | +0 | $77.3M | |
| Q2 '24 | 1.0M | +0 | $73.0M | |
| Q3 '24 | 887K | -117K | $66.7M | |
| Q4 '24 | 2.4M | +1.5M | $145.4M | |
| Q1 '25 | 2.3M | -152K | $164.6M | |
| Q2 '25 | 2.4M | +116K | $221.6M | |
| Q3 '25 | 2.8M | +414K | $273.2M | |
| Q4 '25 | 3.2M | +457K | $265.2M | |
| Q1 '26 | 3.2M | +0 | $233.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.