Position over 6 quarters · +25% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q3 '24 | 738K | — | $47.2M | |
| Q4 '24 | 921K | +183K | $46.9M | |
| Q1 '25 | 921K | +0 | $49.8M | |
| Q2 '25 | 921K | +0 | $66.1M | |
| Q3 '25 | 921K | +0 | $73.8M | |
| Q4 '25 | 921K | +0 | $89.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.