Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.07% | Reduce -4.9% | 2,772,015 | $372.36 M | 2025 Q2 | |
| 0.36% | Add 175.0% | 1,356,537 | $182.22 M | 2025 Q2 | |
| 1.04% | New Buy | 516,079 | $69.32 M | 2025 Q2 | |
| 0.07% | Reduce -67.6% | 376,252 | $50.54 M | 2025 Q2 | |
| 0.60% | Add 18.9% | 356,502 | $47.89 M | 2025 Q2 | |
| 0.13% | Add 271.1% | 156,207 | $20.98 M | 2025 Q2 | |
| 0.14% | Add 1.3% | 141,391 | $18.99 M | 2025 Q2 | |
| 0.09% | Add 360.4% | 77,018 | $10.35 M | 2025 Q2 | |
| 0.09% | New Buy | 52,466 | $7.05 M | 2025 Q2 | |
| 0.01% | Add 550.9% | 36,531 | $4.91 M | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $372.36 M
                                        
                                        
                                            
                                            $182.22 M
                                        
                                        
                                            
                                            $69.32 M
                                        
                                        
                                            
                                            $50.54 M
                                        
                                        
                                            
                                            $47.89 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$227.74 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$130.31 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        