Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.38% | Add 8.6% | 2,648,564 | $791.63 M | 2025 Q2 | |
| 3.12% | Add 24.7% | 1,639,730 | $490.1 M | 2025 Q2 | |
| 1.13% | Add 30.7% | 820,276 | $245.17 M | 2025 Q2 | |
| 0.11% | Add 11874.9% | 164,655 | $49.21 M | 2025 Q2 | |
| 0.40% | 159,400 | $47.64 M | 2025 Q2 | ||
| 2.00% | Reduce -10.7% | 124,650 | $37.26 M | 2025 Q2 | |
| 0.28% | Reduce -43.2% | 75,259 | $22.49 M | 2025 Q2 | |
| 0.11% | Add 200.7% | 60,413 | $18.06 M | 2025 Q2 | |
| 0.00% | Add 258.8% | 13,452 | $4.02 M | 2025 Q2 | |
| 0.00% | Reduce -97.2% | 8,972 | $2.68 M | 2025 Q2 | |
| 0.01% | Reduce -70.7% | 4,983 | $1.49 M | 2025 Q2 | |
| 0.02% | Reduce -61.9% | 5,862 | $1.45 M | 2025 Q3 | |
| 0.00% | Reduce -1.2% | 2,597 | $776,217 | 2025 Q2 | |
| 0.00% | Add 48.8% | 1,498 | $447,737 | 2025 Q2 | |
| 0.03% | 1,132 | $338,343 | 2025 Q2 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $791.63 M
                                        
                                        
                                            
                                            $490.1 M
                                        
                                        
                                            
                                            $245.17 M
                                        
                                        
                                            
                                            $49.21 M
                                        
                                        
                                            
                                            $47.64 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$280.93 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$119.25 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        