Position over 5 quarters · -28% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 274K | — | $42.4M | |
| Q2 '25 | 1.2M | +974K | $220.1M | |
| Q3 '25 | 1.6M | +317K | $380.7M | |
| Q4 '25 | 963K | -603K | $301.5M | |
| Q1 '26 | 196K | -767K | $56.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.