Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.35% | Add 6.3% | 4,244,254 | $3.4 B | 2025 Q2 | |
| 3.23% | Reduce -2.7% | 566,862 | $454.28 M | 2025 Q2 | |
| 1.22% | Reduce -4.8% | 530,562 | $425.19 M | 2025 Q2 | |
| 10.06% | Add 98.4% | 139,989 | $112.19 M | 2025 Q2 | |
| 0.87% | 70,000 | $56.1 M | 2025 Q2 | ||
| 0.04% | Reduce -69.2% | 11,411 | $9.14 M | 2025 Q2 | |
| 3.37% | Reduce -16.8% | 7,716 | $6.18 M | 2025 Q2 | |
| 0.05% | Add 18.9% | 6,018 | $4.82 M | 2025 Q2 | |
| 0.01% | Add 55.3% | 5,949 | $4.77 M | 2025 Q2 | |
| 1.39% | Reduce -35.6% | 5,800 | $4.65 M | 2025 Q2 | |
| 0.01% | Reduce -25.2% | 1,415 | $1.13 M | 2025 Q2 | |
| 0.08% | Add 4.1% | 668 | $535,329 | 2025 Q2 | |
| 0.00% | New Buy | 287 | $229,999 | 2025 Q2 | |
| 0.00% | New Buy | 26 | $25,170 | 2025 Q3 | 
                                        
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                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $3.4 B
                                        
                                        
                                            
                                            $454.28 M
                                        
                                        
                                            
                                            $425.19 M
                                        
                                        
                                            
                                            $112.19 M
                                        
                                        
                                            
                                            $56.1 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$259.44 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$82.24 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        