Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.06% | Add 20.1% | 2,002,989 | $701.21 M | 2025 Q2 | |
| 0.64% | Add 57.1% | 1,380,832 | $483.4 M | 2025 Q2 | |
| 3.14% | Reduce -20.9% | 1,261,334 | $441.57 M | 2025 Q2 | |
| 0.82% | Reduce -60.3% | 817,346 | $286.14 M | 2025 Q2 | |
| 0.38% | Add 172.1% | 372,973 | $130.57 M | 2025 Q2 | |
| 0.40% | Add 31.9% | 215,073 | $75.29 M | 2025 Q2 | |
| 0.53% | Add 1422.6% | 121,426 | $42.51 M | 2025 Q2 | |
| 0.08% | Add 42.5% | 104,990 | $36.75 M | 2025 Q2 | |
| 0.77% | Add 122.5% | 89,458 | $31.32 M | 2025 Q2 | |
| 0.17% | Reduce -0.2% | 80,670 | $28.24 M | 2025 Q2 | |
| 0.01% | Add 15.6% | 7,415 | $2.6 M | 2025 Q2 | |
| 0.00% | New Buy | 2,886 | $1.01 M | 2025 Q2 | |
| 0.01% | Add 153.6% | 2,789 | $976,373 | 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
                                            
                                            $701.21 M
                                        
                                        
                                            
                                            $483.4 M
                                        
                                        
                                            
                                            $441.57 M
                                        
                                        
                                            
                                            $286.14 M
                                        
                                        
                                            
                                            $130.57 M
                                        
                            Top 5 by Conviction
                                            
                                            3.14%
                                        
                                        
                                            
                                            2.06%
                                        
                                        
                                            
                                            0.82%
                                        
                                        
                                            
                                            0.77%
                                        
                                        
                                            
                                            0.64%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$463.47 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        9
                                    
                                -$586.54 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                10
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        