Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.79% | Add 233.5% | 2,797,125 | $618.22 M | 2025 Q2 | |
| 0.16% | Add 4.4% | 1,820,270 | $402.32 M | 2025 Q2 | |
| 0.48% | Reduce -21.1% | 1,097,380 | $242.54 M | 2025 Q2 | |
| 1.98% | Reduce -64.7% | 915,249 | $202.29 M | 2025 Q2 | |
| 0.11% | Add 3.1% | 91,650 | $20.26 M | 2025 Q2 | |
| 0.12% | Add 12.3% | 87,592 | $19.36 M | 2025 Q2 | |
| 0.06% | Add 0.9% | 27,581 | $6.1 M | 2025 Q2 | |
| 0.02% | Reduce -17.5% | 6,274 | $1.39 M | 2025 Q2 | |
| 0.00% | 5,388 | $1.19 M | 2025 Q2 | ||
| 0.00% | Add 9.0% | 3,467 | $766,276 | 2025 Q2 | |
| 0.00% | Add 2.0% | 2,060 | $455,301 | 2025 Q2 | |
| 0.00% | 1,600 | $353,632 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $618.22 M
                                        
                                        
                                            
                                            $402.32 M
                                        
                                        
                                            
                                            $242.54 M
                                        
                                        
                                            
                                            $202.29 M
                                        
                                        
                                            
                                            $20.26 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$452.61 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$435.97 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        