Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.19% | Add 60.7% | 2,517,313 | $607.48 M | 2025 Q2 | |
| 2.24% | Add 13.0% | 818,624 | $197.55 M | 2025 Q2 | |
| 1.34% | Add 3.9% | 386,949 | $93.38 M | 2025 Q2 | |
| 3.84% | Reduce -2.6% | 315,285 | $76.08 M | 2025 Q2 | |
| 0.01% | Reduce -4.1% | 137,742 | $33.24 M | 2025 Q2 | |
| 0.13% | Add 208.7% | 87,863 | $21.2 M | 2025 Q2 | |
| 0.06% | 26,750 | $6.46 M | 2025 Q2 | ||
| 0.01% | New Buy | 3,300 | $796,356 | 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
                                            
                                            $607.48 M
                                        
                                        
                                            
                                            $197.55 M
                                        
                                        
                                            
                                            $93.38 M
                                        
                                        
                                            
                                            $76.08 M
                                        
                                        
                                            
                                            $33.24 M
                                        
                            Top 5 by Conviction
                                            
                                            3.84%
                                        
                                        
                                            
                                            2.24%
                                        
                                        
                                            
                                            1.34%
                                        
                                        
                                            
                                            1.19%
                                        
                                        
                                            
                                            0.13%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$270.8 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$14.34 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        