Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 6.24% | Add 56.2% | 4,965,646 | $980.91 M | 2025 Q2 | |
| 0.34% | Reduce -6.4% | 4,340,636 | $857.45 M | 2025 Q2 | |
| 1.66% | Add 543.9% | 2,907,515 | $574.35 M | 2025 Q2 | |
| 0.77% | Reduce -37.3% | 1,984,223 | $391.96 M | 2025 Q2 | |
| 3.43% | 1,775,400 | $350.71 M | 2025 Q2 | ||
| 16.42% | Add 34.1% | 926,992 | $183.12 M | 2025 Q2 | |
| 5.60% | Add 6.1% | 526,950 | $104.09 M | 2025 Q2 | |
| 1.30% | New Buy | 500,000 | $98.77 M | 2025 Q2 | |
| 0.15% | 373,000 | $73.68 M | 2025 Q2 | ||
| 1.10% | Reduce -46.7% | 372,126 | $73.51 M | 2025 Q2 | |
| 0.08% | Reduce -3.4% | 71,104 | $14.05 M | 2025 Q2 | |
| 0.15% | Add 19.1% | 60,000 | $11.85 M | 2025 Q2 | |
| 0.28% | New Buy | 50,000 | $9.88 M | 2025 Q2 | |
| 0.12% | New Buy | 24,700 | $4.88 M | 2025 Q2 | |
| 1.27% | Add 15.9% | 22,593 | $4.46 M | 2025 Q2 | |
| 0.03% | Add 86.7% | 17,087 | $3.38 M | 2025 Q2 | |
| 0.00% | Add 6.1% | 6,084 | $1.2 M | 2025 Q2 | |
| 0.01% | Reduce -15.0% | 4,884 | $964,785 | 2025 Q2 | |
| 0.00% | Reduce -0.6% | 1,600 | $316,064 | 2025 Q2 | |
| 0.00% | Add 0.3% | 1,169 | $230,924 | 2025 Q2 |
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Showing 1 to 20 of 21 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$980.91 M
$857.45 M
$574.35 M
$391.96 M
$350.71 M
Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$1.01 B
Total Buy Value
New Buys:
3
Additions:
9
-$436.53 M
Total Sell Value
Reductions:
6
Sold Out:
2
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
8
Net Buyers
12