Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 15.00% | 2,860,600 | $426.83 M | 2025 Q2 | ||
| 0.76% | Reduce -23.5% | 1,108,167 | $165.35 M | 2025 Q2 | |
| 1.81% | New Buy | 925,000 | $138.02 M | 2025 Q2 | |
| 2.41% | New Buy | 904,800 | $135.01 M | 2025 Q2 | |
| 0.08% | Add 1200.4% | 183,104 | $27.32 M | 2025 Q2 | |
| 0.04% | New Buy | 19,922 | $2.97 M | 2025 Q2 | |
| 0.01% | 6,629 | $989,113 | 2025 Q2 | ||
| 0.00% | 4,082 | $609,075 | 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
                                            
                                            $426.83 M
                                        
                                        
                                            
                                            $165.35 M
                                        
                                        
                                            
                                            $138.02 M
                                        
                                        
                                            
                                            $135.01 M
                                        
                                        
                                            
                                            $27.32 M
                                        
                            Top 5 by Conviction
                                            
                                            15.00%
                                        
                                        
                                            
                                            2.41%
                                        
                                        
                                            
                                            1.81%
                                        
                                        
                                            
                                            0.76%
                                        
                                        
                                            
                                            0.08%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$301.22 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$60.53 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        