Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.70% | Add 1.5% | 1,573,800 | $83.07 M | 2025 Q2 | |
| 0.32% | Reduce -0.1% | 505,969 | $26.71 M | 2025 Q2 | |
| 0.10% | Add 117.9% | 320,413 | $16.91 M | 2025 Q2 | |
| 0.15% | Reduce -1.6% | 281,406 | $14.85 M | 2025 Q2 | |
| 1.71% | 100,000 | $5.28 M | 2025 Q2 | ||
| 0.01% | Reduce -82.3% | 60,870 | $3.21 M | 2025 Q2 | |
| 0.01% | Reduce -83.6% | 6,841 | $408,681 | 2025 Q3 | 
                                        
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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
                                            
                                            $83.07 M
                                        
                                        
                                            
                                            $26.71 M
                                        
                                        
                                            
                                            $16.91 M
                                        
                                        
                                            
                                            $14.85 M
                                        
                                        
                                            
                                            $5.28 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$10.34 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$42.27 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                2
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        