Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.25% | Reduce -9.9% | 12,552,364 | $1.14 B | 2025 Q2 | |
| 0.92% | Reduce -0.6% | 1,898,430 | $172.97 M | 2025 Q2 | |
| 1.30% | Reduce -3.0% | 1,442,814 | $131.45 M | 2025 Q2 | |
| 0.20% | Reduce -47.3% | 551,977 | $50.29 M | 2025 Q2 | |
| 0.04% | New Buy | 298,111 | $27.16 M | 2025 Q2 | |
| 2.88% | Reduce -1.3% | 215,419 | $19.63 M | 2025 Q2 | |
| 1.21% | Reduce -3.7% | 142,960 | $13.03 M | 2025 Q2 | |
| 0.04% | Reduce -96.3% | 125,970 | $11.48 M | 2025 Q2 | |
| 0.03% | Reduce -32.7% | 124,162 | $11.31 M | 2025 Q2 | |
| 0.09% | Add 0.1% | 122,859 | $11.19 M | 2025 Q2 | |
| 0.09% | 121,500 | $11.07 M | 2025 Q2 | ||
| 0.02% | Add 5.2% | 30,943 | $2.82 M | 2025 Q2 | |
| 0.01% | 12,064 | $1.1 M | 2025 Q2 | ||
| 0.22% | New Buy | 10,500 | $956,655 | 2025 Q2 | |
| 0.00% | Add 13.4% | 6,843 | $623,500 | 2025 Q2 | |
| 0.01% | New Buy | 5,888 | $536,456 | 2025 Q2 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.14 B
                                        
                                        
                                            
                                            $172.97 M
                                        
                                        
                                            
                                            $131.45 M
                                        
                                        
                                            
                                            $50.29 M
                                        
                                        
                                            
                                            $27.16 M
                                        
                            Top 5 by Conviction
                                            
                                            2.88%
                                        
                                        
                                            
                                            2.25%
                                        
                                        
                                            
                                            1.30%
                                        
                                        
                                            
                                            1.21%
                                        
                                        
                                            
                                            0.92%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$28.87 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$477.46 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        