Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.39% | Reduce -13.0% | 4,792,181 | $1.18 B | 2025 Q2 | |
| 0.81% | Add 24.5% | 2,464,188 | $607.45 M | 2025 Q2 | |
| 2.53% | Add 21.8% | 966,760 | $238.32 M | 2025 Q2 | |
| 0.71% | Reduce -3.8% | 718,082 | $177.01 M | 2025 Q2 | |
| 0.32% | New Buy | 178,522 | $44.01 M | 2025 Q2 | |
| 0.19% | Reduce -42.8% | 60,274 | $14.86 M | 2025 Q2 | |
| 0.02% | New Buy | 49,283 | $12.15 M | 2025 Q2 | |
| 0.02% | Reduce -98.9% | 25,337 | $6.25 M | 2025 Q2 | |
| 0.04% | Reduce -6.4% | 25,095 | $6.19 M | 2025 Q2 | |
| 0.04% | Add 40.7% | 17,901 | $4.41 M | 2025 Q2 | |
| 0.05% | Reduce -96.4% | 13,288 | $3.28 M | 2025 Q2 | |
| 0.02% | Add 78.5% | 6,114 | $1.51 M | 2025 Q2 | |
| 0.00% | Add 43.4% | 5,144 | $1.27 M | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 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
                                            
                                            $1.18 B
                                        
                                        
                                            
                                            $607.45 M
                                        
                                        
                                            
                                            $238.32 M
                                        
                                        
                                            
                                            $177.01 M
                                        
                                        
                                            
                                            $44.01 M
                                        
                            Top 5 by Conviction
                                            
                                            3.39%
                                        
                                        
                                            
                                            2.53%
                                        
                                        
                                            
                                            0.81%
                                        
                                        
                                            
                                            0.71%
                                        
                                        
                                            
                                            0.32%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$220.83 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$1.16 B
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        