Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.47% | Reduce -17.1% | 2,663,875 | $144.6 M | 2025 Q2 | |
| 0.32% | Add 22.1% | 1,477,672 | $80.21 M | 2025 Q2 | |
| 1.96% | Add 53.3% | 839,170 | $45.55 M | 2025 Q2 | |
| 0.09% | Reduce -29.6% | 551,972 | $29.96 M | 2025 Q2 | |
| 0.02% | New Buy | 339,612 | $18.43 M | 2025 Q2 | |
| 0.04% | Reduce -52.1% | 323,481 | $17.56 M | 2025 Q2 | |
| 0.10% | Add 133.2% | 299,469 | $16.26 M | 2025 Q2 | |
| 0.04% | Reduce -38.5% | 89,941 | $4.88 M | 2025 Q2 | |
| 0.03% | New Buy | 5,024 | $272,703 | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $144.6 M
                                        
                                        
                                            
                                            $80.21 M
                                        
                                        
                                            
                                            $45.55 M
                                        
                                        
                                            
                                            $29.96 M
                                        
                                        
                                            
                                            $18.43 M
                                        
                            Top 5 by Conviction
                                            
                                            1.96%
                                        
                                        
                                            
                                            0.47%
                                        
                                        
                                            
                                            0.32%
                                        
                                        
                                            
                                            0.10%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$58.32 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$143.63 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        