Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.70% | Reduce -1.7% | 4,567,817 | $1.77 B | 2025 Q2 | |
| 1.51% | New Buy | 849,582 | $328.69 M | 2025 Q2 | |
| 1.14% | Add 25.1% | 729,498 | $282.23 M | 2025 Q2 | |
| 0.28% | Add 851.7% | 546,693 | $211.51 M | 2025 Q2 | |
| 0.12% | Reduce -74.7% | 153,923 | $59.55 M | 2025 Q2 | |
| 0.17% | Add 189.5% | 72,858 | $28.19 M | 2025 Q2 | |
| 0.05% | New Buy | 14,000 | $5.42 M | 2025 Q2 | |
| 1.02% | Add 52.5% | 15,250 | $5.38 M | 2025 Q3 | |
| 1.76% | Reduce -15.9% | 8,328 | $3.22 M | 2025 Q2 | |
| 0.01% | Add 23.3% | 4,337 | $1.68 M | 2025 Q2 | |
| 0.01% | Reduce -35.5% | 2,769 | $1.07 M | 2025 Q2 | |
| 0.01% | Add 190.6% | 2,764 | $1.07 M | 2025 Q2 | |
| 0.01% | Add 3.1% | 2,127 | $822,894 | 2025 Q2 | |
| 0.00% | Add 57.8% | 1,360 | $526,157 | 2025 Q2 | |
| 0.04% | 644 | $249,151 | 2025 Q2 | ||
| 0.02% | New Buy | 603 | $233,289 | 2025 Q2 | |
| 0.00% | New Buy | 583 | $225,551 | 2025 Q2 | 
                                        
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                                Showing 1 to 17 of 17 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $1.77 B
                                        
                                        
                                            
                                            $328.69 M
                                        
                                        
                                            
                                            $282.23 M
                                        
                                        
                                            
                                            $211.51 M
                                        
                                        
                                            
                                            $59.55 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$603.96 M
                                Total Buy Value
                                
                                        New Buys:
                                        5
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$274.15 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                12
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        