Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.46% | Reduce -47.5% | 4,227,039 | $1.15 B | 2025 Q2 | |
| 1.72% | Add 35.7% | 3,215,329 | $876.79 M | 2025 Q2 | |
| 2.43% | Add 10.9% | 2,957,475 | $806.47 M | 2025 Q2 | |
| 14.12% | 2,898,509 | $790.39 M | 2025 Q2 | ||
| 3.62% | Add 7.6% | 1,863,179 | $508.07 M | 2025 Q2 | |
| 1.80% | Add 57.4% | 1,639,601 | $447.1 M | 2025 Q2 | |
| 1.88% | Add 16.5% | 1,497,512 | $408.36 M | 2025 Q2 | |
| 1.33% | Add 13.7% | 389,776 | $106.29 M | 2025 Q2 | |
| 0.68% | Reduce -0.4% | 253,841 | $69.22 M | 2025 Q2 | |
| 0.72% | Reduce -4.0% | 231,414 | $56.72 M | 2025 Q3 | |
| 1.28% | 87,500 | $23.86 M | 2025 Q2 | ||
| 0.14% | Reduce -5.5% | 71,026 | $19.37 M | 2025 Q2 | |
| 0.01% | Reduce -93.3% | 40,084 | $10.93 M | 2025 Q2 | |
| 0.06% | Add 8.3% | 36,440 | $9.94 M | 2025 Q2 | |
| 1.81% | Reduce -15.2% | 12,148 | $3.31 M | 2025 Q2 | |
| 0.01% | Reduce -55.9% | 4,931 | $1.34 M | 2025 Q2 | |
| 0.01% | Reduce -1.0% | 3,159 | $861,428 | 2025 Q2 | 
                                        
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                                Showing 1 to 17 of 17 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.15 B
                                        
                                        
                                            
                                            $876.79 M
                                        
                                        
                                            
                                            $806.47 M
                                        
                                        
                                            
                                            $790.39 M
                                        
                                        
                                            
                                            $508.07 M
                                        
                            Top 5 by Conviction
                                            
                                            14.12%
                                        
                                        
                                            
                                            3.62%
                                        
                                        
                                            
                                            2.43%
                                        
                                        
                                            
                                            1.88%
                                        
                                        
                                            
                                            1.81%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$623.69 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        8
                                    
                                -$1.24 B
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        