Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.79% | 3,557,378 | $1.81 B | 2025 Q2 | ||
| 0.52% | Add 10.1% | 2,580,228 | $1.31 B | 2025 Q2 | |
| 3.77% | Add 0.0% | 877,900 | $446.4 M | 2025 Q2 | |
| 0.51% | Reduce -3.3% | 512,633 | $260.67 M | 2025 Q2 | |
| 1.00% | Reduce -5.3% | 428,771 | $218.03 M | 2025 Q2 | |
| 0.84% | Reduce -0.5% | 224,172 | $113.99 M | 2025 Q2 | |
| 0.33% | Reduce -1.0% | 202,800 | $103.12 M | 2025 Q2 | |
| 0.66% | Reduce -2.8% | 131,078 | $66.65 M | 2025 Q2 | |
| 0.09% | Add 110.7% | 30,034 | $15.27 M | 2025 Q2 | |
| 0.60% | 7,000 | $3.2 M | 2025 Q3 | ||
| 0.03% | Reduce -79.5% | 4,954 | $2.27 M | 2025 Q3 | |
| 0.02% | New Buy | 3,828 | $1.95 M | 2025 Q2 | |
| 0.00% | Reduce -46.4% | 2,632 | $1.34 M | 2025 Q2 | |
| 0.00% | 617 | $313,738 | 2025 Q2 | ||
| 0.03% | 450 | $228,820 | 2025 Q2 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.81 B
                                        
                                        
                                            
                                            $1.31 B
                                        
                                        
                                            
                                            $446.4 M
                                        
                                        
                                            
                                            $260.67 M
                                        
                                        
                                            
                                            $218.03 M
                                        
                            Top 5 by Conviction
                                            
                                            3.79%
                                        
                                        
                                            
                                            3.77%
                                        
                                        
                                            
                                            1.00%
                                        
                                        
                                            
                                            0.84%
                                        
                                        
                                            
                                            0.66%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$130.28 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$43.96 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        