Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.82% | Add 90.4% | 2,708,105 | $384.28 M | 2025 Q2 | |
| 0.78% | New Buy | 1,910,571 | $271.11 M | 2025 Q2 | |
| 1.00% | Reduce -18.9% | 1,755,229 | $249.07 M | 2025 Q2 | |
| 0.37% | Reduce -38.3% | 1,337,930 | $189.85 M | 2025 Q2 | |
| 2.50% | Add 5864.3% | 1,172,044 | $166.31 M | 2025 Q2 | |
| 0.04% | Reduce -43.4% | 765,185 | $108.58 M | 2025 Q2 | |
| 0.07% | Add 42.3% | 78,506 | $11.14 M | 2025 Q2 | |
| 0.01% | New Buy | 35,356 | $5.02 M | 2025 Q2 | |
| 1.87% | Reduce -24.5% | 24,163 | $3.43 M | 2025 Q2 | |
| 0.00% | Reduce -11.7% | 9,752 | $1.38 M | 2025 Q2 | |
| 0.01% | Reduce -4.7% | 3,885 | $551,282 | 2025 Q2 | |
| 0.00% | Reduce -92.1% | 3,423 | $485,671 | 2025 Q2 | |
| 0.00% | Reduce -13.0% | 1,773 | $251,589 | 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
                                            
                                            $384.28 M
                                        
                                        
                                            
                                            $271.11 M
                                        
                                        
                                            
                                            $249.07 M
                                        
                                        
                                            
                                            $189.85 M
                                        
                                        
                                            
                                            $166.31 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$625.39 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$594.08 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        