Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.61% | Reduce -13.5% | 39,483,961 | $822.06 M | 2025 Q2 | |
| 5.80% | Add 49.1% | 17,653,416 | $366.67 M | 2025 Q2 | |
| 1.13% | Add 25.5% | 3,157,686 | $65.74 M | 2025 Q2 | |
| 0.14% | Add 26.9% | 1,693,808 | $35.26 M | 2025 Q2 | |
| 0.03% | New Buy | 829,917 | $17.29 M | 2025 Q2 | |
| 3.88% | Add 6.7% | 816,000 | $16.99 M | 2025 Q2 | |
| 0.06% | Add 12.6% | 244,597 | $5.09 M | 2025 Q2 | |
| 0.06% | Reduce -10.1% | 131,152 | $4.35 M | 2025 Q3 | |
| 0.01% | New Buy | 108,653 | $2.26 M | 2025 Q2 | |
| 0.02% | New Buy | 101,945 | $2.12 M | 2025 Q2 | |
| 0.00% | New Buy | 21,854 | $455,000 | 2025 Q2 | |
| 0.00% | New Buy | 16,470 | $342,905 | 2025 Q2 | |
| 0.00% | 10,600 | $220,692 | 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
                                            
                                            $822.06 M
                                        
                                        
                                            
                                            $366.67 M
                                        
                                        
                                            
                                            $65.74 M
                                        
                                        
                                            
                                            $35.26 M
                                        
                                        
                                            
                                            $17.29 M
                                        
                            Top 5 by Conviction
                                            
                                            5.80%
                                        
                                        
                                            
                                            3.88%
                                        
                                        
                                            
                                            1.61%
                                        
                                        
                                            
                                            1.13%
                                        
                                        
                                            
                                            0.14%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$168.73 M
                                Total Buy Value
                                
                                        New Buys:
                                        6
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$127.71 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                1
                            Net Buyers
                                11
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        