Position over 6 quarters · -81% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 720K | — | $43.3M | |
| Q2 '24 | 594K | -126K | $40.2M | |
| Q3 '24 | 594K | +0 | $48.0M | |
| Q2 '25 | 1.2M | +569K | $113.8M | |
| Q3 '25 | 1.3M | +100K | $130.2M | |
| Q1 '26 | 134K | -1.1M | $16.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.