Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 6.74% | Reduce -14.5% | 2,623,150 | $919.39 M | 2025 Q2 | |
| 0.41% | Reduce -10.3% | 877,300 | $307.48 M | 2025 Q2 | |
| 0.56% | New Buy | 126,680 | $44.4 M | 2025 Q2 | |
| 0.10% | Add 109.3% | 48,393 | $16.96 M | 2025 Q2 | |
| 0.01% | Reduce -89.0% | 8,274 | $2.9 M | 2025 Q2 | |
| 0.01% | 5,049 | $1.77 M | 2025 Q2 | ||
| 0.00% | Reduce -49.8% | 1,265 | $443,370 | 2025 Q2 | |
| 0.00% | New Buy | 715 | $250,600 | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $919.39 M
                                        
                                        
                                            
                                            $307.48 M
                                        
                                        
                                            
                                            $44.4 M
                                        
                                        
                                            
                                            $16.96 M
                                        
                                        
                                            
                                            $2.9 M
                                        
                            Top 5 by Conviction
                                            
                                            6.74%
                                        
                                        
                                            
                                            0.56%
                                        
                                        
                                            
                                            0.41%
                                        
                                        
                                            
                                            0.10%
                                        
                                        
                                            
                                            0.01%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$53.51 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$215.92 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        