Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.80% | Add 95.0% | 2,081,732 | $624.21 M | 2025 Q2 | |
| 0.25% | Reduce -4.2% | 417,422 | $125.16 M | 2025 Q2 | |
| 0.14% | Add 725.8% | 112,906 | $33.85 M | 2025 Q2 | |
| 0.13% | Add 130.5% | 50,706 | $15.2 M | 2025 Q2 | |
| 0.08% | Add 21.9% | 44,195 | $13.25 M | 2025 Q2 | |
| 0.00% | Reduce -24.4% | 923 | $276,936 | 2025 Q2 | |
| 0.00% | New Buy | 29 | $9,063 | 2025 Q3 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $624.21 M
                                        
                                        
                                            
                                            $125.16 M
                                        
                                        
                                            
                                            $33.85 M
                                        
                                        
                                            
                                            $15.2 M
                                        
                                        
                                            
                                            $13.25 M
                                        
                            Top 5 by Conviction
                                            
                                            1.80%
                                        
                                        
                                            
                                            0.25%
                                        
                                        
                                            
                                            0.14%
                                        
                                        
                                            
                                            0.13%
                                        
                                        
                                            
                                            0.08%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$344.76 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$5.85 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        