Position over 8 quarters · +141% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '24 | 272K | — | $18.2M | |
| Q3 '24 | 578K | +307K | $42.2M | |
| Q4 '24 | 639K | +60K | $44.1M | |
| Q1 '25 | 704K | +66K | $53.7M | |
| Q2 '25 | 1.0M | +305K | $101.5M | |
| Q3 '25 | 1.0M | +33K | $150.0M | |
| Q4 '25 | 909K | -133K | $158.2M | |
| Q1 '26 | 653K | -256K | $106.9M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.