Position over 7 quarters · +118% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q3 '24 | 326K | — | $14.4M | |
| Q4 '24 | 926K | +600K | $37.3M | |
| Q1 '25 | 1.1M | +190K | $36.5M | |
| Q2 '25 | 1.2M | +129K | $52.1M | |
| Q3 '25 | 1.3M | +11K | $78.1M | |
| Q4 '25 | 1.1M | -189K | $101.5M | |
| Q1 '26 | 712K | -356K | $83.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.