Position over 9 quarters · +278% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 128K | — | $116.1M | |
| Q2 '24 | 728K | +600K | $89.9M | |
| Q3 '24 | 829K | +101K | $100.7M | |
| Q4 '24 | 780K | -49K | $104.8M | |
| Q1 '25 | 418K | -362K | $45.3M | |
| Q2 '25 | 550K | +132K | $86.9M | |
| Q3 '25 | 979K | +428K | $182.6M | |
| Q4 '25 | 791K | -188K | $147.5M | |
| Q1 '26 | 485K | -306K | $84.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.