Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.13% | Reduce -23.6% | 786,259 | $67.89 M | 2025 Q2 | |
| 0.02% | Reduce -3.6% | 627,980 | $54.22 M | 2025 Q2 | |
| 0.11% | Add 159.1% | 591,342 | $51.06 M | 2025 Q2 | |
| 0.06% | Add 177.0% | 481,692 | $41.59 M | 2025 Q2 | |
| 0.34% | Reduce -0.2% | 400,800 | $34.61 M | 2025 Q2 | |
| 0.39% | Reduce -40.9% | 362,695 | $31.32 M | 2025 Q2 | |
| 0.11% | Add 11.2% | 207,919 | $17.95 M | 2025 Q2 | |
| 0.18% | Reduce -12.8% | 162,965 | $14.07 M | 2025 Q2 | |
| 0.14% | Reduce -40.0% | 162,612 | $14.04 M | 2025 Q2 | |
| 0.04% | Reduce -20.2% | 58,065 | $5.01 M | 2025 Q2 | |
| 0.00% | Reduce -90.0% | 155 | $13,383 | 2025 Q2 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $67.89 M
                                        
                                        
                                            
                                            $54.22 M
                                        
                                        
                                            
                                            $51.06 M
                                        
                                        
                                            
                                            $41.59 M
                                        
                                        
                                            
                                            $34.61 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$59.74 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$74.1 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        