Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.38% | Add 27.8% | 1,042,489 | $287.33 M | 2025 Q2 | |
| 0.48% | New Buy | 597,374 | $164.65 M | 2025 Q2 | |
| 0.42% | Reduce -0.7% | 127,398 | $35.11 M | 2025 Q2 | |
| 0.20% | Add 36.2% | 122,834 | $33.86 M | 2025 Q2 | |
| 0.06% | Add 78.6% | 107,187 | $29.54 M | 2025 Q2 | |
| 0.04% | Reduce -58.2% | 79,556 | $21.93 M | 2025 Q2 | |
| 0.16% | 45,000 | $12.4 M | 2025 Q2 | ||
| 0.10% | 30,028 | $8.28 M | 2025 Q2 | ||
| 0.05% | Add 136.8% | 22,500 | $6.2 M | 2025 Q2 | |
| 1.50% | Reduce -7.4% | 19,177 | $5.29 M | 2025 Q2 | |
| 0.03% | Reduce -70.5% | 11,981 | $3.3 M | 2025 Q2 | |
| 0.02% | New Buy | 7,041 | $1.94 M | 2025 Q2 | |
| 0.00% | Add 18.9% | 976 | $269,083 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $287.33 M
                                        
                                        
                                            
                                            $164.65 M
                                        
                                        
                                            
                                            $35.11 M
                                        
                                        
                                            
                                            $33.86 M
                                        
                                        
                                            
                                            $29.54 M
                                        
                            Top 5 by Conviction
                                            
                                            1.50%
                                        
                                        
                                            
                                            0.48%
                                        
                                        
                                            
                                            0.42%
                                        
                                        
                                            
                                            0.38%
                                        
                                        
                                            
                                            0.20%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$254.72 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$39.07 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        