Position over 6 quarters · -67% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 150K | — | $53.7M | |
| Q3 '24 | 148K | -2K | $39.9M | |
| Q4 '24 | 194K | +46K | $45.1M | |
| Q3 '25 | 272K | +79K | $84.5M | |
| Q4 '25 | 297K | +25K | $124.5M | |
| Q1 '26 | 50K | -247K | $12.2M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.