Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.97% | Add 59.2% | 8,786,190 | $1.51 B | 2025 Q2 | |
| 3.02% | Reduce -47.9% | 2,759,307 | $475.29 M | 2025 Q2 | |
| 0.06% | New Buy | 271,391 | $46.75 M | 2025 Q2 | |
| 0.12% | Reduce -90.4% | 154,196 | $26.56 M | 2025 Q2 | |
| 0.10% | Add 1308.5% | 94,454 | $16.27 M | 2025 Q2 | |
| 1.84% | Add 2.0% | 52,000 | $9.73 M | 2025 Q3 | |
| 0.09% | Reduce -45.5% | 35,685 | $6.68 M | 2025 Q3 | |
| 1.58% | Reduce -1.2% | 16,823 | $2.9 M | 2025 Q2 | |
| 0.42% | Add 2.9% | 16,664 | $2.87 M | 2025 Q2 | |
| 0.02% | Add 0.0% | 9,510 | $1.64 M | 2025 Q2 | |
| 0.01% | Reduce -23.3% | 9,376 | $1.62 M | 2025 Q2 | |
| 0.01% | Reduce -0.9% | 7,155 | $1.23 M | 2025 Q2 | |
| 0.00% | New Buy | 5,600 | $964,600 | 2025 Q2 | |
| 0.00% | New Buy | 5,101 | $878,647 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $1.51 B
                                        
                                        
                                            
                                            $475.29 M
                                        
                                        
                                            
                                            $46.75 M
                                        
                                        
                                            
                                            $26.56 M
                                        
                                        
                                            
                                            $16.27 M
                                        
                            Top 5 by Conviction
                                            
                                            3.02%
                                        
                                        
                                            
                                            2.97%
                                        
                                        
                                            
                                            1.84%
                                        
                                        
                                            
                                            1.58%
                                        
                                        
                                            
                                            0.42%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$628.16 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$691.89 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        