Position over 9 quarters · +46% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 202K | — | $105.5M | |
| Q2 '24 | 191K | -11K | $104.0M | |
| Q3 '24 | 191K | +0 | $109.6M | |
| Q4 '24 | 241K | +50K | $141.0M | |
| Q1 '25 | 241K | +0 | $134.6M | |
| Q2 '25 | 327K | +86K | $202.1M | |
| Q3 '25 | 233K | -94K | $155.0M | |
| Q4 '25 | 233K | +0 | $158.6M | |
| Q1 '26 | 294K | +62K | $191.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.