Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.72% | Reduce -13.8% | 750,000 | $207.28 M | 2025 Q2 | |
| 0.03% | Reduce -11.9% | 284,646 | $78.67 M | 2025 Q2 | |
| 0.86% | New Buy | 126,635 | $35 M | 2025 Q2 | |
| 0.03% | Add 86.5% | 71,800 | $19.84 M | 2025 Q2 | |
| 0.06% | Reduce -62.0% | 54,388 | $15.03 M | 2025 Q2 | |
| 0.10% | New Buy | 27,947 | $7.72 M | 2025 Q2 | |
| 0.01% | Reduce -16.8% | 23,679 | $6.54 M | 2025 Q2 | |
| 0.07% | Reduce -51.6% | 23,439 | $6.48 M | 2025 Q2 | |
| 0.02% | Reduce -29.4% | 6,471 | $1.79 M | 2025 Q2 | |
| 0.00% | New Buy | 1,108 | $306,229 | 2025 Q2 | |
| 0.00% | Add 3.5% | 414 | $114,421 | 2025 Q2 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $207.28 M
                                        
                                        
                                            
                                            $78.67 M
                                        
                                        
                                            
                                            $35 M
                                        
                                        
                                            
                                            $19.84 M
                                        
                                        
                                            
                                            $15.03 M
                                        
                            Top 5 by Conviction
                                            
                                            2.72%
                                        
                                        
                                            
                                            0.86%
                                        
                                        
                                            
                                            0.10%
                                        
                                        
                                            
                                            0.07%
                                        
                                        
                                            
                                            0.06%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$52.24 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$77.28 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        