Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.00% | Reduce -11.0% | 1,804,564 | $186.16 M | 2025 Q2 | |
| 0.10% | Reduce -19.0% | 306,637 | $31.63 M | 2025 Q2 | |
| 0.11% | Add 12.9% | 176,381 | $18.2 M | 2025 Q2 | |
| 0.03% | Add 3245.6% | 115,591 | $11.92 M | 2025 Q2 | |
| 0.01% | New Buy | 75,700 | $7.81 M | 2025 Q2 | |
| 0.01% | Reduce -70.2% | 22,920 | $2.36 M | 2025 Q2 | |
| 0.19% | Reduce -4.8% | 9,500 | $1.02 M | 2025 Q3 | |
| 0.05% | New Buy | 4,755 | $490,526 | 2025 Q2 | |
| 0.05% | 3,376 | $348,268 | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $186.16 M
                                        
                                        
                                            
                                            $31.63 M
                                        
                                        
                                            
                                            $18.2 M
                                        
                                        
                                            
                                            $11.92 M
                                        
                                        
                                            
                                            $7.81 M
                                        
                            Top 5 by Conviction
                                            
                                            1.00%
                                        
                                        
                                            
                                            0.19%
                                        
                                        
                                            
                                            0.11%
                                        
                                        
                                            
                                            0.10%
                                        
                                        
                                            
                                            0.05%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$21.94 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$36.8 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        