Position over 9 quarters · +60% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 1.4M | — | $86.5M | |
| Q2 '24 | 1.9M | +552K | $142.3M | |
| Q3 '24 | 1.7M | -220K | $139.2M | |
| Q4 '24 | 1.7M | +0 | $169.5M | |
| Q1 '25 | 1.7M | +0 | $165.6M | |
| Q2 '25 | 1.8M | +92K | $196.9M | |
| Q3 '25 | 1.9M | +83K | $196.1M | |
| Q4 '25 | 1.9M | +0 | $204.9M | |
| Q1 '26 | 2.2M | +324K | $164.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.