Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.22% | Reduce -0.7% | 3,110,415 | $3.08 B | 2025 Q2 | |
| 0.33% | 39,150 | $38.76 M | 2025 Q2 | ||
| 0.10% | Reduce -24.4% | 25,060 | $24.81 M | 2025 Q2 | |
| 0.10% | Add 43.0% | 16,359 | $16.19 M | 2025 Q2 | |
| 0.08% | Add 16.7% | 8,393 | $8.31 M | 2025 Q2 | |
| 1.15% | Reduce -0.8% | 7,925 | $7.85 M | 2025 Q2 | |
| 0.05% | Reduce -0.1% | 4,633 | $4.59 M | 2025 Q2 | |
| 0.03% | Add 18.1% | 3,188 | $3.16 M | 2025 Q2 | |
| 0.02% | Reduce -28.4% | 2,878 | $2.85 M | 2025 Q2 | |
| 0.01% | Add 4.8% | 2,201 | $2.18 M | 2025 Q2 | |
| 0.01% | 240 | $237,586 | 2025 Q2 | ||
| 0.00% | New Buy | 205 | $202,938 | 2025 Q2 | |
| 0.00% | New Buy | 61 | $56,463 | 2025 Q3 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $3.08 B
                                        
                                        
                                            
                                            $38.76 M
                                        
                                        
                                            
                                            $24.81 M
                                        
                                        
                                            
                                            $16.19 M
                                        
                                        
                                            
                                            $8.31 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$6.84 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$155.52 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        