Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.29% | Add 4.5% | 10,663,933 | $732.83 M | 2025 Q2 | |
| 0.24% | 1,703,000 | $117.03 M | 2025 Q2 | ||
| 0.27% | Reduce -55.9% | 1,230,440 | $84.56 M | 2025 Q2 | |
| 0.11% | Add 30.3% | 1,201,200 | $82.55 M | 2025 Q2 | |
| 0.70% | Reduce -6.4% | 647,477 | $44.49 M | 2025 Q2 | |
| 0.02% | Reduce -19.3% | 175,008 | $12.03 M | 2025 Q2 | |
| 0.02% | Add 9.8% | 131,490 | $9.04 M | 2025 Q2 | |
| 3.27% | Reduce -16.1% | 87,093 | $5.99 M | 2025 Q2 | |
| 0.01% | New Buy | 12,540 | $861,749 | 2025 Q2 | |
| 0.01% | 11,000 | $755,920 | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $732.83 M
                                        
                                        
                                            
                                            $117.03 M
                                        
                                        
                                            
                                            $84.56 M
                                        
                                        
                                            
                                            $82.55 M
                                        
                                        
                                            
                                            $44.49 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$52.09 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$114.28 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        