Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 12.96% | Add 9.7% | 29,128,074 | $819.08 M | 2025 Q2 | |
| 1.07% | Add 6.4% | 13,207,267 | $371.39 M | 2025 Q2 | |
| 0.43% | Add 12.5% | 7,755,453 | $218.08 M | 2025 Q2 | |
| 0.28% | Reduce -40.7% | 7,600,901 | $213.74 M | 2025 Q2 | |
| 2.27% | Add 15.6% | 5,376,870 | $151.2 M | 2025 Q2 | |
| 0.32% | Reduce -10.7% | 969,428 | $27.26 M | 2025 Q2 | |
| 0.12% | Add 189.0% | 720,433 | $20.26 M | 2025 Q2 | |
| 0.40% | New Buy | 63,000 | $1.77 M | 2025 Q2 | |
| 0.00% | 21,200 | $596,144 | 2025 Q2 | ||
| 0.00% | 20,152 | $566,674 | 2025 Q2 | ||
| 0.00% | New Buy | 12,177 | $342,425 | 2025 Q2 | |
| 0.00% | Reduce -86.2% | 6,290 | $176,875 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $819.08 M
                                        
                                        
                                            
                                            $371.39 M
                                        
                                        
                                            
                                            $218.08 M
                                        
                                        
                                            
                                            $213.74 M
                                        
                                        
                                            
                                            $151.2 M
                                        
                            Top 5 by Conviction
                                            
                                            12.96%
                                        
                                        
                                            
                                            2.27%
                                        
                                        
                                            
                                            1.07%
                                        
                                        
                                            
                                            0.43%
                                        
                                        
                                            
                                            0.40%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$154.46 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$152.99 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        