Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.23% | Reduce -19.3% | 5,271,369 | $628.44 M | 2025 Q2 | |
| 4.63% | 783,561 | $93.19 M | 2025 Q2 | ||
| 0.07% | Add 13.0% | 456,368 | $54.28 M | 2025 Q2 | |
| 0.15% | Reduce -35.2% | 317,717 | $37.79 M | 2025 Q2 | |
| 4.16% | Add 87.5% | 153,000 | $18.2 M | 2025 Q2 | |
| 5.61% | Add 0.0% | 151,287 | $17.99 M | 2025 Q2 | |
| 0.05% | Reduce -2.2% | 46,755 | $5.56 M | 2025 Q2 | |
| 0.02% | Reduce -16.3% | 31,146 | $3.7 M | 2025 Q2 | |
| 0.16% | 4,847 | $576,454 | 2025 Q2 | ||
| 0.00% | New Buy | 1,700 | $202,181 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $628.44 M
                                        
                                        
                                            
                                            $93.19 M
                                        
                                        
                                            
                                            $54.28 M
                                        
                                        
                                            
                                            $37.79 M
                                        
                                        
                                            
                                            $18.2 M
                                        
                            Top 5 by Conviction
                                            
                                            5.61%
                                        
                                        
                                            
                                            4.63%
                                        
                                        
                                            
                                            4.16%
                                        
                                        
                                            
                                            1.23%
                                        
                                        
                                            
                                            0.16%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$14.94 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$176.28 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        