Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.50% | Add 19.0% | 3,473,243 | $459.65 M | 2025 Q2 | |
| 0.40% | Reduce -40.0% | 2,297,042 | $303.99 M | 2025 Q2 | |
| 0.77% | Add 1008.3% | 792,529 | $104.88 M | 2025 Q2 | |
| 0.19% | New Buy | 728,910 | $96.46 M | 2025 Q2 | |
| 0.09% | Add 428.5% | 297,065 | $39.31 M | 2025 Q2 | |
| 0.24% | Add 15.3% | 212,003 | $28.06 M | 2025 Q2 | |
| 0.08% | Add 816.4% | 141,808 | $18.77 M | 2025 Q2 | |
| 0.05% | Reduce -51.7% | 26,738 | $3.54 M | 2025 Q2 | |
| 0.03% | Add 252.9% | 26,218 | $3.47 M | 2025 Q2 | |
| 0.01% | Reduce -47.1% | 8,224 | $1.09 M | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $459.65 M
                                        
                                        
                                            
                                            $303.99 M
                                        
                                        
                                            
                                            $104.88 M
                                        
                                        
                                            
                                            $96.46 M
                                        
                                        
                                            
                                            $39.31 M
                                        
                            Top 5 by Conviction
                                            
                                            4.50%
                                        
                                        
                                            
                                            0.77%
                                        
                                        
                                            
                                            0.40%
                                        
                                        
                                            
                                            0.24%
                                        
                                        
                                            
                                            0.19%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$320.21 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$320.94 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        