Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.57% | Add 2.6% | 20,695,979 | $1.45 B | 2025 Q2 | |
| 1.72% | Reduce -18.1% | 1,762,193 | $135.2 M | 2025 Q3 | |
| 0.23% | Add 41.9% | 1,685,551 | $117.79 M | 2025 Q2 | |
| 0.12% | Add 335.8% | 1,303,773 | $91.11 M | 2025 Q2 | |
| 1.05% | Add 11.1% | 953,448 | $66.63 M | 2025 Q2 | |
| 0.18% | Reduce -10.2% | 620,904 | $43.39 M | 2025 Q2 | |
| 0.01% | Add 101.8% | 71,175 | $4.97 M | 2025 Q2 | |
| 0.01% | Reduce -7.0% | 11,952 | $835,206 | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.45 B
                                        
                                        
                                            
                                            $135.2 M
                                        
                                        
                                            
                                            $117.79 M
                                        
                                        
                                            
                                            $91.11 M
                                        
                                        
                                            
                                            $66.63 M
                                        
                            Top 5 by Conviction
                                            
                                            1.05%
                                        
                                        
                                            
                                            0.57%
                                        
                                        
                                            
                                            0.23%
                                        
                                        
                                            
                                            0.18%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$151.25 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$270.09 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        