Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.69% | Add 1.9% | 4,312,417 | $212.08 M | 2025 Q2 | |
| 0.18% | New Buy | 1,816,288 | $89.33 M | 2025 Q2 | |
| 0.96% | Add 129.9% | 793,510 | $39.02 M | 2025 Q2 | |
| 0.42% | New Buy | 550,000 | $27.05 M | 2025 Q2 | |
| 0.03% | Reduce -55.0% | 514,900 | $25.32 M | 2025 Q2 | |
| 0.12% | Reduce -8.1% | 414,250 | $20.37 M | 2025 Q2 | |
| 0.06% | Add 94.3% | 408,193 | $20.07 M | 2025 Q2 | |
| 1.44% | Reduce -18.3% | 134,000 | $7.6 M | 2025 Q3 | |
| 0.00% | Add 9.4% | 16,201 | $796,765 | 2025 Q2 | |
| 0.04% | 6,125 | $301,227 | 2025 Q2 | ||
| 0.00% | Add 3.1% | 5,128 | $252,197 | 2025 Q2 | |
| 0.00% | 4,600 | $226,228 | 2025 Q2 | ||
| 0.00% | New Buy | 284 | $16,117 | 2025 Q3 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $212.08 M
                                        
                                        
                                            
                                            $89.33 M
                                        
                                        
                                            
                                            $39.02 M
                                        
                                        
                                            
                                            $27.05 M
                                        
                                        
                                            
                                            $25.32 M
                                        
                            Top 5 by Conviction
                                            
                                            1.44%
                                        
                                        
                                            
                                            0.96%
                                        
                                        
                                            
                                            0.69%
                                        
                                        
                                            
                                            0.42%
                                        
                                        
                                            
                                            0.18%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$152.22 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$105.39 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        