Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.78% | Add 13.6% | 76,153 | $440.87 M | 2025 Q2 | |
| 2.47% | New Buy | 59,972 | $347.19 M | 2025 Q2 | |
| 0.05% | Add 38.6% | 23,647 | $136.9 M | 2025 Q2 | |
| 4.23% | Add 0.8% | 21,290 | $123.25 M | 2025 Q2 | |
| 9.49% | Add 14.5% | 18,290 | $105.89 M | 2025 Q2 | |
| 0.25% | Add 35.7% | 7,259 | $42.02 M | 2025 Q2 | |
| 6.01% | Reduce -2.7% | 5,655 | $30.97 M | 2025 Q2 | |
| 0.18% | Add 66.7% | 2,500 | $14.47 M | 2025 Q2 | |
| 1.82% | Reduce -0.3% | 2,139 | $12.38 M | 2025 Q2 | |
| 0.01% | Add 74.8% | 792 | $4.59 M | 2025 Q2 | |
| 0.01% | New Buy | 618 | $3.58 M | 2025 Q2 | |
| 0.04% | Add 270.8% | 534 | $3.09 M | 2025 Q2 | |
| 0.02% | Add 160.4% | 474 | $2.74 M | 2025 Q2 | |
| 0.00% | New Buy | 37 | $214,202 | 2025 Q2 | |
| 0.00% | New Buy | 1 | $5,399 | 2025 Q3 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $440.87 M
                                        
                                        
                                            
                                            $347.19 M
                                        
                                        
                                            
                                            $136.9 M
                                        
                                        
                                            
                                            $123.25 M
                                        
                                        
                                            
                                            $105.89 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$478.78 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        9
                                    
                                -$408.01 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                12
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        