Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.66% | Add 1.9% | 4,394,964 | $204.32 M | 2025 Q2 | |
| 0.63% | Reduce -5.7% | 1,324,559 | $61.58 M | 2025 Q2 | |
| 0.26% | Add 24.9% | 564,225 | $26.23 M | 2025 Q2 | |
| 0.05% | Add 702.8% | 181,101 | $8.42 M | 2025 Q2 | |
| 0.03% | Add 26.3% | 175,280 | $8.15 M | 2025 Q2 | |
| 0.01% | New Buy | 115,250 | $5.36 M | 2025 Q2 | |
| 0.03% | New Buy | 6,316 | $293,631 | 2025 Q2 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $204.32 M
                                        
                                        
                                            
                                            $61.58 M
                                        
                                        
                                            
                                            $26.23 M
                                        
                                        
                                            
                                            $8.42 M
                                        
                                        
                                            
                                            $8.15 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$23.77 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$4.32 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        