Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 10.19% | Reduce -0.5% | 8,955,742 | $1.91 B | 2025 Q2 | |
| 0.65% | Reduce -6.3% | 7,653,681 | $1.63 B | 2025 Q2 | |
| 0.59% | 7,150,000 | $1.52 B | 2025 Q2 | ||
| 3.49% | Add 23.5% | 5,671,358 | $1.21 B | 2025 Q2 | |
| 3.75% | Reduce -2.6% | 5,421,535 | $1.15 B | 2025 Q2 | |
| 4.66% | Reduce -3.0% | 3,080,633 | $655.44 M | 2025 Q2 | |
| 2.85% | Add 36.7% | 2,910,758 | $619.29 M | 2025 Q2 | |
| 7.72% | Reduce -0.6% | 2,117,016 | $450.42 M | 2025 Q2 | |
| 8.94% | Add 190.2% | 1,832,991 | $389.99 M | 2025 Q2 | |
| 5.04% | Add 71.8% | 1,804,204 | $383.86 M | 2025 Q2 | |
| 3.56% | Add 134.7% | 1,114,960 | $237.22 M | 2025 Q2 | |
| 0.73% | Reduce -1.3% | 1,055,814 | $224.63 M | 2025 Q2 | |
| 0.44% | Add 2.7% | 1,054,593 | $224.38 M | 2025 Q2 | |
| 0.82% | Add 131.3% | 306,980 | $65.31 M | 2025 Q2 | |
| 0.50% | Add 824.2% | 277,244 | $58.99 M | 2025 Q2 | |
| 0.14% | Reduce -16.0% | 211,123 | $44.92 M | 2025 Q2 | |
| 0.17% | Add 14.2% | 192,576 | $40.97 M | 2025 Q2 | |
| 0.45% | Reduce -35.3% | 188,311 | $40.07 M | 2025 Q2 | |
| 0.16% | 91,000 | $19.36 M | 2025 Q2 | ||
| 0.02% | New Buy | 55,704 | $11.85 M | 2025 Q2 | 
                                        
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                                Showing 1 to 20 of 24 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.91 B
                                        
                                        
                                            
                                            $1.63 B
                                        
                                        
                                            
                                            $1.52 B
                                        
                                        
                                            
                                            $1.21 B
                                        
                                        
                                            
                                            $1.15 B
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$1.07 B
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        12
                                    
                                -$242.45 M
                                Total Sell Value
                                
                                        Reductions:
                                        9
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                13
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        