Position over 5 quarters · +72% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 754K | — | $31.5M | |
| Q2 '25 | 927K | +173K | $43.9M | |
| Q3 '25 | 1.2M | +233K | $59.9M | |
| Q4 '25 | 1.5M | +357K | $83.5M | |
| Q1 '26 | 1.3M | -222K | $63.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.