Position over 9 quarters · +526% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '23 | 48K | — | $23.0M | |
| Q2 '24 | 40K | -8K | $20.4M | |
| Q3 '24 | 78K | +38K | $45.7M | |
| Q4 '24 | 159K | +81K | $80.4M | |
| Q1 '25 | 210K | +51K | $110.0M | |
| Q2 '25 | 210K | +0 | $65.5M | |
| Q3 '25 | 210K | +0 | $72.5M | |
| Q4 '25 | 300K | +90K | $99.0M | |
| Q1 '26 | 300K | +0 | $81.2M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.