Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 8.63% | Reduce -5.0% | 3,133,638 | $366.64 M | 2025 Q2 | |
| 14.28% | Add 19.6% | 1,361,118 | $159.25 M | 2025 Q2 | |
| 1.20% | Reduce -36.2% | 816,489 | $95.53 M | 2025 Q2 | |
| 0.11% | New Buy | 468,482 | $54.81 M | 2025 Q2 | |
| 6.96% | 183,500 | $21.47 M | 2025 Q2 | ||
| 0.01% | New Buy | 55,909 | $6.54 M | 2025 Q2 | |
| 0.02% | 15,587 | $1.82 M | 2025 Q2 | ||
| 0.00% | New Buy | 2,417 | $282,789 | 2025 Q2 |
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Showing 1 to 8 of 8 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$366.64 M
$159.25 M
$95.53 M
$54.81 M
$21.47 M
Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$87.68 M
Total Buy Value
New Buys:
3
Additions:
1
-$73.88 M
Total Sell Value
Reductions:
2
Sold Out:
1
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
3
Net Buyers
4