Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.55% | Add 106.8% | 75,692 | $280.99 M | 2025 Q2 | |
| 11.87% | Reduce -5.0% | 35,667 | $132.4 M | 2025 Q2 | |
| 0.45% | Add 224.1% | 14,466 | $53.7 M | 2025 Q2 | |
| 0.04% | New Buy | 8,517 | $31.62 M | 2025 Q2 | |
| 2.08% | Reduce -3.3% | 6,051 | $22.46 M | 2025 Q2 | |
| 0.09% | Add 28.1% | 4,054 | $15.05 M | 2025 Q2 | |
| 0.03% | Reduce -58.3% | 473 | $1.76 M | 2025 Q2 | |
| 0.01% | 351 | $1.3 M | 2025 Q2 | ||
| 1.03% | Reduce -15.9% | 259 | $1.11 M | 2025 Q3 | |
| 0.00% | Reduce -17.1% | 63 | $235,438 | 2025 Q2 | |
| 0.00% | New Buy | 3 | $12,871 | 2025 Q3 | 
                                        
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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
                                            
                                            $280.99 M
                                        
                                        
                                            
                                            $132.4 M
                                        
                                        
                                            
                                            $53.7 M
                                        
                                        
                                            
                                            $31.62 M
                                        
                                        
                                            
                                            $22.46 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$217.18 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$16.63 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        