Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.39% | New Buy | 1,000,000 | $110.87 M | 2025 Q2 | |
| 0.12% | Add 364.2% | 803,112 | $89.04 M | 2025 Q2 | |
| 1.22% | Add 9.2% | 321,637 | $35.66 M | 2025 Q2 | |
| 0.28% | Add 1120.7% | 298,641 | $33.11 M | 2025 Q2 | |
| 0.16% | Add 15.4% | 248,076 | $27.5 M | 2025 Q2 | |
| 0.31% | New Buy | 223,360 | $24.76 M | 2025 Q2 | |
| 0.04% | Reduce -13.9% | 79,697 | $8.84 M | 2025 Q2 | |
| 0.00% | New Buy | 3,400 | $376,958 | 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
                                            
                                            $110.87 M
                                        
                                        
                                            
                                            $89.04 M
                                        
                                        
                                            
                                            $35.66 M
                                        
                                        
                                            
                                            $33.11 M
                                        
                                        
                                            
                                            $27.5 M
                                        
                            Top 5 by Conviction
                                            
                                            1.39%
                                        
                                        
                                            
                                            1.22%
                                        
                                        
                                            
                                            0.31%
                                        
                                        
                                            
                                            0.28%
                                        
                                        
                                            
                                            0.16%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$242.95 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$240.49 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        