Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.39% | Add 272.0% | 6,930,633 | $709.07 M | 2025 Q2 | |
| 0.37% | Add 6.8% | 900,577 | $92.14 M | 2025 Q2 | |
| 0.09% | Reduce -62.7% | 678,900 | $69.46 M | 2025 Q2 | |
| 1.69% | Add 3.4% | 482,561 | $49.37 M | 2025 Q2 | |
| 0.08% | Add 65.7% | 354,392 | $36.26 M | 2025 Q2 | |
| 0.15% | New Buy | 116,500 | $11.92 M | 2025 Q2 | |
| 0.04% | Reduce -51.2% | 62,141 | $6.36 M | 2025 Q2 | |
| 0.00% | Reduce -5.7% | 22,311 | $2.28 M | 2025 Q2 | |
| 0.00% | Add 31.3% | 4,193 | $428,986 | 2025 Q2 | |
| 0.00% | Reduce -99.5% | 207 | $21,178 | 2025 Q2 | |
| 0.00% | New Buy | 24 | $3,497 | 2025 Q3 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $709.07 M
                                        
                                        
                                            
                                            $92.14 M
                                        
                                        
                                            
                                            $69.46 M
                                        
                                        
                                            
                                            $49.37 M
                                        
                                        
                                            
                                            $36.26 M
                                        
                            Top 5 by Conviction
                                            
                                            1.69%
                                        
                                        
                                            
                                            1.39%
                                        
                                        
                                            
                                            0.37%
                                        
                                        
                                            
                                            0.15%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$552.35 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$127.96 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        