Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 7.33% | Reduce -0.1% | 9,309,232 | $748.46 M | 2025 Q2 | |
| 0.77% | 3,245,109 | $260.91 M | 2025 Q2 | ||
| 0.75% | New Buy | 3,218,568 | $258.77 M | 2025 Q2 | |
| 3.26% | Add 56.2% | 3,085,000 | $248.03 M | 2025 Q2 | |
| 3.31% | Reduce -16.0% | 765,600 | $61.55 M | 2025 Q2 | |
| 0.14% | Reduce -56.1% | 432,708 | $34.79 M | 2025 Q2 | |
| 0.05% | Reduce -30.5% | 76,485 | $6.15 M | 2025 Q2 | |
| 0.01% | 18,600 | $1.5 M | 2025 Q2 | ||
| 0.00% | Reduce -4.9% | 8,373 | $673,189 | 2025 Q2 | |
| 0.00% | New Buy | 4,663 | $374,905 | 2025 Q2 | |
| 0.00% | New Buy | 330 | $27,842 | 2025 Q3 | 
                                        
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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
                                            
                                            $748.46 M
                                        
                                        
                                            
                                            $260.91 M
                                        
                                        
                                            
                                            $258.77 M
                                        
                                        
                                            
                                            $248.03 M
                                        
                                        
                                            
                                            $61.55 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$348.39 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$59.31 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        