Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.09% | Add 1418.6% | 859,500 | $64.06 M | 2025 Q2 | |
| 0.07% | New Buy | 483,902 | $36.07 M | 2025 Q2 | |
| 0.09% | Reduce -19.2% | 414,639 | $30.9 M | 2025 Q2 | |
| 0.09% | Add 40.0% | 202,510 | $15.09 M | 2025 Q2 | |
| 1.12% | Reduce -6.4% | 88,000 | $5.95 M | 2025 Q3 | |
| 0.02% | Reduce -11.4% | 54,106 | $4.03 M | 2025 Q2 | |
| 0.59% | Reduce -0.4% | 54,027 | $4.03 M | 2025 Q2 | |
| 0.01% | New Buy | 10,566 | $787,484 | 2025 Q2 | |
| 0.00% | Add 8.1% | 7,866 | $586,289 | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $64.06 M
                                        
                                        
                                            
                                            $36.07 M
                                        
                                        
                                            
                                            $30.9 M
                                        
                                        
                                            
                                            $15.09 M
                                        
                                        
                                            
                                            $5.95 M
                                        
                            Top 5 by Conviction
                                            
                                            1.12%
                                        
                                        
                                            
                                            0.59%
                                        
                                        
                                            
                                            0.09%
                                        
                                        
                                            
                                            0.09%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$101.05 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$100.06 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        