Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.23% | Reduce -23.7% | 1,765,291 | $594.83 M | 2025 Q2 | |
| 1.05% | Reduce -57.8% | 1,077,976 | $363.23 M | 2025 Q2 | |
| 0.45% | Add 324.4% | 1,013,112 | $341.38 M | 2025 Q2 | |
| 0.87% | Add 1374.3% | 901,227 | $303.68 M | 2025 Q2 | |
| 0.19% | Reduce -67.5% | 286,822 | $96.65 M | 2025 Q2 | |
| 0.71% | Add 17277.6% | 167,520 | $56.45 M | 2025 Q2 | |
| 0.11% | Add 21.3% | 54,257 | $18.28 M | 2025 Q2 | |
| 0.02% | Add 1594.9% | 32,034 | $10.79 M | 2025 Q2 | |
| 0.02% | New Buy | 8,045 | $2.71 M | 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
                                            
                                            $594.83 M
                                        
                                        
                                            
                                            $363.23 M
                                        
                                        
                                            
                                            $341.38 M
                                        
                                        
                                            
                                            $303.68 M
                                        
                                        
                                            
                                            $96.65 M
                                        
                            Top 5 by Conviction
                                            
                                            4.23%
                                        
                                        
                                            
                                            1.05%
                                        
                                        
                                            
                                            0.87%
                                        
                                        
                                            
                                            0.71%
                                        
                                        
                                            
                                            0.45%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$616.22 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$882.86 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        