Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.43% | Add 28.6% | 1,415,348 | $214.75 M | 2025 Q2 | |
| 0.24% | Add 73.9% | 269,161 | $40.84 M | 2025 Q2 | |
| 0.07% | New Buy | 236,408 | $35.87 M | 2025 Q2 | |
| 0.06% | Add 145.6% | 169,794 | $25.76 M | 2025 Q2 | |
| 0.13% | Add 1968.6% | 85,640 | $12.99 M | 2025 Q2 | |
| 0.05% | Reduce -36.1% | 26,809 | $4.07 M | 2025 Q2 | |
| 0.04% | Reduce -35.1% | 22,260 | $3.38 M | 2025 Q2 | |
| 0.01% | Reduce -34.8% | 8,872 | $1.35 M | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $214.75 M
                                        
                                        
                                            
                                            $40.84 M
                                        
                                        
                                            
                                            $35.87 M
                                        
                                        
                                            
                                            $25.76 M
                                        
                                        
                                            
                                            $12.99 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$128.6 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$43.25 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        