Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.48% | Add 60.5% | 1,961,998 | $364.19 M | 2025 Q2 | |
| 0.45% | Add 470.1% | 598,292 | $111.05 M | 2025 Q2 | |
| 0.13% | New Buy | 330,873 | $61.42 M | 2025 Q2 | |
| 0.02% | Reduce -20.7% | 283,580 | $52.64 M | 2025 Q2 | |
| 0.24% | Reduce -14.9% | 152,796 | $28.36 M | 2025 Q2 | |
| 7.67% | 127,500 | $23.67 M | 2025 Q2 | ||
| 0.23% | Add 122.2% | 100,000 | $18.56 M | 2025 Q2 | |
| 0.09% | Add 12.2% | 47,073 | $8.74 M | 2025 Q2 | |
| 0.04% | Add 13.2% | 36,773 | $6.83 M | 2025 Q2 | |
| 0.89% | Reduce -0.6% | 32,816 | $6.09 M | 2025 Q2 | |
| 0.05% | Reduce -1.9% | 23,710 | $4.4 M | 2025 Q2 | |
| 0.03% | Add 18.0% | 15,750 | $2.92 M | 2025 Q2 | |
| 0.02% | 12,410 | $2.3 M | 2025 Q2 | ||
| 1.49% | Add 23.6% | 6,930 | $1.6 M | 2025 Q3 | |
| 0.00% | Add 16.1% | 6,792 | $1.26 M | 2025 Q2 | |
| 0.00% | New Buy | 5,210 | $967,106 | 2025 Q2 | |
| 0.03% | Reduce -1.1% | 1,491 | $276,725 | 2025 Q2 | |
| 0.00% | New Buy | 264 | $61,127 | 2025 Q3 | 
                                        
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                                Showing 1 to 18 of 18 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $364.19 M
                                        
                                        
                                            
                                            $111.05 M
                                        
                                        
                                            
                                            $61.42 M
                                        
                                        
                                            
                                            $52.64 M
                                        
                                        
                                            
                                            $28.36 M
                                        
                            Top 5 by Conviction
                                            
                                            7.67%
                                        
                                        
                                            
                                            1.49%
                                        
                                        
                                            
                                            0.89%
                                        
                                        
                                            
                                            0.48%
                                        
                                        
                                            
                                            0.45%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$303.87 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$36.6 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                9
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        