Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.52% | Add 1.4% | 35,905,236 | $1.28 B | 2025 Q2 | |
| 2.43% | Add 6.6% | 20,953,997 | $747.85 M | 2025 Q2 | |
| 5.66% | Add 1.2% | 11,091,559 | $395.86 M | 2025 Q2 | |
| 1.25% | Add 71.2% | 8,708,083 | $310.79 M | 2025 Q2 | |
| 0.29% | Add 3.6% | 4,188,353 | $149.48 M | 2025 Q2 | |
| 0.97% | Reduce -2.3% | 2,557,966 | $91.29 M | 2025 Q2 | |
| 0.17% | Reduce -11.9% | 1,582,179 | $56.47 M | 2025 Q2 | |
| 0.08% | New Buy | 1,017,022 | $36.3 M | 2025 Q2 | |
| 0.29% | 961,880 | $34.33 M | 2025 Q2 | ||
| 0.04% | New Buy | 911,453 | $32.53 M | 2025 Q2 | |
| 0.17% | Add 58.8% | 790,170 | $28.2 M | 2025 Q2 | |
| 0.87% | 451,500 | $16.11 M | 2025 Q2 | ||
| 0.15% | Reduce -4.6% | 438,636 | $15.65 M | 2025 Q2 | |
| 0.06% | 363,204 | $12.96 M | 2025 Q2 | ||
| 0.99% | 167,000 | $5.25 M | 2025 Q3 | ||
| 1.93% | Reduce -8.6% | 99,263 | $3.54 M | 2025 Q2 | |
| 0.44% | Reduce -0.9% | 84,656 | $3.02 M | 2025 Q2 | |
| 0.00% | Reduce -14.2% | 60,619 | $2.16 M | 2025 Q2 | |
| 0.01% | Reduce -39.6% | 43,852 | $1.57 M | 2025 Q2 | |
| 0.10% | Reduce -2.4% | 31,564 | $1.13 M | 2025 Q2 | 
                                        
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                                Showing 1 to 20 of 21 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.28 B
                                        
                                        
                                            
                                            $747.85 M
                                        
                                        
                                            
                                            $395.86 M
                                        
                                        
                                            
                                            $310.79 M
                                        
                                        
                                            
                                            $149.48 M
                                        
                            Top 5 by Conviction
                                            
                                            5.66%
                                        
                                        
                                            
                                            2.52%
                                        
                                        
                                            
                                            2.43%
                                        
                                        
                                            
                                            1.93%
                                        
                                        
                                            
                                            1.25%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$282.44 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$12.25 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        