Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.54% | Reduce -2.8% | 1,543,978 | $510.41 M | 2025 Q2 | |
| 1.16% | Reduce -54.2% | 655,889 | $216.82 M | 2025 Q2 | |
| 0.82% | Add 13.9% | 616,626 | $203.84 M | 2025 Q2 | |
| 0.65% | Reduce -10.2% | 610,445 | $201.8 M | 2025 Q2 | |
| 0.56% | Add 9.7% | 523,600 | $173.09 M | 2025 Q2 | |
| 3.44% | Reduce -0.6% | 371,893 | $122.94 M | 2025 Q2 | |
| 0.10% | Add 3143.1% | 230,259 | $76.12 M | 2025 Q2 | |
| 2.46% | Reduce -11.9% | 212,000 | $70.08 M | 2025 Q2 | |
| 1.33% | New Buy | 93,750 | $30.99 M | 2025 Q2 | |
| 0.13% | Add 4.4% | 66,520 | $21.99 M | 2025 Q2 | |
| 0.15% | New Buy | 36,075 | $11.93 M | 2025 Q2 | |
| 0.96% | Reduce -0.4% | 19,804 | $6.55 M | 2025 Q2 | |
| 1.45% | Add 4.1% | 15,409 | $5.09 M | 2025 Q2 | |
| 0.04% | Reduce -5.6% | 13,337 | $4.41 M | 2025 Q2 | |
| 0.00% | Add 12.4% | 2,741 | $906,388 | 2025 Q2 | 
                                        
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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
                                            
                                            $510.41 M
                                        
                                        
                                            
                                            $216.82 M
                                        
                                        
                                            
                                            $203.84 M
                                        
                                        
                                            
                                            $201.8 M
                                        
                                        
                                            
                                            $173.09 M
                                        
                            Top 5 by Conviction
                                            
                                            3.44%
                                        
                                        
                                            
                                            2.46%
                                        
                                        
                                            
                                            1.54%
                                        
                                        
                                            
                                            1.45%
                                        
                                        
                                            
                                            1.33%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$158.12 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$307.49 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        