Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.41% | Reduce -7.2% | 11,848,938 | $1.36 B | 2025 Q2 | |
| 1.34% | Reduce -1.6% | 5,975,918 | $683.53 M | 2025 Q2 | |
| 7.39% | Add 26.7% | 2,666,876 | $305.04 M | 2025 Q2 | |
| 0.84% | 869,250 | $99.42 M | 2025 Q2 | ||
| 0.11% | Add 4040.2% | 699,700 | $80.03 M | 2025 Q2 | |
| 0.08% | Add 49.1% | 112,219 | $12.84 M | 2025 Q2 | |
| 0.03% | Reduce -74.1% | 100,343 | $11.48 M | 2025 Q2 | |
| 0.01% | Reduce -9.9% | 31,953 | $3.65 M | 2025 Q2 | |
| 0.05% | New Buy | 27,936 | $3.2 M | 2025 Q2 | |
| 0.01% | Reduce -24.7% | 12,389 | $1.42 M | 2025 Q2 | |
| 0.00% | Reduce -51.8% | 4,187 | $478,910 | 2025 Q2 | |
| 0.00% | New Buy | 2,144 | $245,231 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.36 B
                                        
                                        
                                            
                                            $683.53 M
                                        
                                        
                                            
                                            $305.04 M
                                        
                                        
                                            
                                            $99.42 M
                                        
                                        
                                            
                                            $80.03 M
                                        
                            Top 5 by Conviction
                                            
                                            7.39%
                                        
                                        
                                            
                                            4.41%
                                        
                                        
                                            
                                            1.34%
                                        
                                        
                                            
                                            0.84%
                                        
                                        
                                            
                                            0.11%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$150.05 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$157 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        