Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.39% | Reduce -1.9% | 537,448 | $200.68 M | 2025 Q2 | |
| 0.46% | New Buy | 426,360 | $159.2 M | 2025 Q2 | |
| 0.12% | Add 8.2% | 81,205 | $30.32 M | 2025 Q2 | |
| 0.06% | Add 73.1% | 14,443 | $5.39 M | 2025 Q2 | |
| 0.01% | Add 3.9% | 2,903 | $1.08 M | 2025 Q2 |
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Showing 1 to 5 of 5 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$200.68 M
$159.2 M
$30.32 M
$5.39 M
$1.08 M
Top 5 by Conviction
0.46%
0.39%
0.12%
0.06%
0.01%
Recent Activity Breakdown(2025 Q2)
+$163.81 M
Total Buy Value
New Buys:
1
Additions:
3
-$16.78 M
Total Sell Value
Reductions:
1
Sold Out:
1
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
2
Net Buyers
4