Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.30% | Add 35.0% | 25,471,401 | $745.8 M | 2025 Q2 | |
| 9.03% | Add 1176.2% | 19,315,143 | $570.42 M | 2025 Q2 | |
| 0.44% | Reduce -13.4% | 4,945,265 | $146.11 M | 2025 Q2 | |
| 1.82% | Add 6.7% | 4,000,000 | $117.12 M | 2025 Q2 | |
| 0.64% | New Buy | 1,718,350 | $50.93 M | 2025 Q2 | |
| 0.10% | Add 306.4% | 397,369 | $11.78 M | 2025 Q2 | |
| 0.01% | New Buy | 168,781 | $4.94 M | 2025 Q2 | |
| 0.00% | New Buy | 67,362 | $1.97 M | 2025 Q2 | |
| 0.00% | Reduce -23.3% | 9,762 | $288,600 | 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
                                            
                                            $745.8 M
                                        
                                        
                                            
                                            $570.42 M
                                        
                                        
                                            
                                            $146.11 M
                                        
                                        
                                            
                                            $117.12 M
                                        
                                        
                                            
                                            $50.93 M
                                        
                            Top 5 by Conviction
                                            
                                            9.03%
                                        
                                        
                                            
                                            1.82%
                                        
                                        
                                            
                                            0.64%
                                        
                                        
                                            
                                            0.44%
                                        
                                        
                                            
                                            0.30%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$793.18 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$379.15 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        