Position over 8 quarters · -19% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '24 | 305K | — | $53.0M | |
| Q3 '24 | 580K | +275K | $100.7M | |
| Q4 '24 | 595K | +15K | $117.5M | |
| Q1 '25 | 284K | -312K | $47.1M | |
| Q2 '25 | 449K | +166K | $101.8M | |
| Q3 '25 | 457K | +8K | $127.8M | |
| Q4 '25 | 310K | -148K | $94.2M | |
| Q1 '26 | 248K | -62K | $83.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.