Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.32% | Reduce -11.0% | 397,733 | $80.07 M | 2025 Q2 | |
| 0.26% | 154,550 | $31.11 M | 2025 Q2 | ||
| 8.19% | 125,500 | $25.26 M | 2025 Q2 | ||
| 0.03% | Reduce -64.3% | 122,800 | $24.72 M | 2025 Q2 | |
| 0.27% | Reduce -33.1% | 118,737 | $23.9 M | 2025 Q2 | |
| 0.53% | Reduce -68.5% | 99,955 | $20.12 M | 2025 Q2 | |
| 0.18% | Add 41.0% | 70,870 | $14.27 M | 2025 Q2 | |
| 0.09% | Add 0.3% | 43,850 | $8.83 M | 2025 Q2 | |
| 0.09% | Reduce -47.1% | 34,228 | $7.35 M | 2025 Q3 | |
| 0.02% | Add 7.2% | 26,332 | $5.3 M | 2025 Q2 | |
| 0.06% | New Buy | 21,391 | $4.31 M | 2025 Q2 | |
| 0.02% | Reduce -0.4% | 12,895 | $2.6 M | 2025 Q2 | |
| 0.00% | Add 5.5% | 2,998 | $603,537 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $80.07 M
                                        
                                        
                                            
                                            $31.11 M
                                        
                                        
                                            
                                            $25.26 M
                                        
                                        
                                            
                                            $24.72 M
                                        
                                        
                                            
                                            $23.9 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$14.25 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$462.86 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        