Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.19% | Add 1.9% | 13,585,579 | $407.02 M | 2025 Q2 | |
| 6.38% | 13,017,964 | $390.02 M | 2025 Q2 | ||
| 1.03% | Reduce -0.7% | 11,999,721 | $359.51 M | 2025 Q2 | |
| 0.58% | 9,248,045 | $277.07 M | 2025 Q2 | ||
| 0.92% | Reduce -2.1% | 5,754,998 | $172.42 M | 2025 Q2 | |
| 0.23% | Add 5.7% | 5,666,675 | $169.77 M | 2025 Q2 | |
| 0.25% | Add 16.9% | 4,297,660 | $128.76 M | 2025 Q2 | |
| 3.02% | Reduce -55.9% | 4,105,424 | $123 M | 2025 Q2 | |
| 0.95% | Reduce -3.5% | 2,102,777 | $63 M | 2025 Q2 | |
| 0.03% | New Buy | 451,021 | $13.51 M | 2025 Q2 | |
| 0.06% | Reduce -0.5% | 337,722 | $10.12 M | 2025 Q2 | |
| 0.07% | New Buy | 192,680 | $5.77 M | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $407.02 M
                                        
                                        
                                            
                                            $390.02 M
                                        
                                        
                                            
                                            $359.51 M
                                        
                                        
                                            
                                            $277.07 M
                                        
                                        
                                            
                                            $172.42 M
                                        
                            Top 5 by Conviction
                                            
                                            6.38%
                                        
                                        
                                            
                                            3.02%
                                        
                                        
                                            
                                            1.19%
                                        
                                        
                                            
                                            1.03%
                                        
                                        
                                            
                                            0.95%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$54.77 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$174.37 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        