Position over 5 quarters · +127% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 98K | — | $35.8M | |
| Q2 '25 | 131K | +33K | $47.9M | |
| Q3 '25 | 197K | +67K | $79.9M | |
| Q4 '25 | 241K | +44K | $82.9M | |
| Q1 '26 | 222K | -19K | $72.9M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.