Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.65% | Add 117.3% | 4,749,319 | $329.51 M | 2025 Q2 | |
| 0.52% | Add 644.2% | 1,874,132 | $130.03 M | 2025 Q2 | |
| 0.36% | Reduce -12.5% | 1,599,953 | $111 M | 2025 Q2 | |
| 0.16% | Reduce -21.7% | 773,345 | $53.65 M | 2025 Q2 | |
| 0.19% | Add 44.7% | 454,255 | $31.52 M | 2025 Q2 | |
| 0.21% | Add 2.2% | 349,500 | $24.25 M | 2025 Q2 | |
| 0.01% | Add 13.9% | 229,375 | $15.91 M | 2025 Q2 | |
| 1.11% | Reduce -12.2% | 86,000 | $5.88 M | 2025 Q3 | |
| 0.03% | Add 32.2% | 58,619 | $4.07 M | 2025 Q2 | |
| 0.37% | Reduce -0.9% | 57,759 | $4.01 M | 2025 Q2 | |
| 0.05% | 56,641 | $3.93 M | 2025 Q2 | ||
| 0.45% | Reduce -1.2% | 44,600 | $3.09 M | 2025 Q2 | |
| 0.01% | Add 6.4% | 20,041 | $1.39 M | 2025 Q2 | |
| 0.01% | Add 7.3% | 17,035 | $1.18 M | 2025 Q2 | |
| 0.00% | New Buy | 153 | $10,480 | 2025 Q3 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $329.51 M
                                        
                                        
                                            
                                            $130.03 M
                                        
                                        
                                            
                                            $111 M
                                        
                                        
                                            
                                            $53.65 M
                                        
                                        
                                            
                                            $31.52 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$303.76 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        8
                                    
                                -$105.05 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        