Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.12% | New Buy | 7,518,227 | $438.46 M | 2025 Q2 | |
| 0.28% | Add 241.3% | 2,407,320 | $140.39 M | 2025 Q2 | |
| 0.72% | Reduce -0.4% | 1,468,361 | $85.63 M | 2025 Q2 | |
| 0.11% | Add 160.9% | 1,412,365 | $82.37 M | 2025 Q2 | |
| 1.79% | Add 45.8% | 1,252,700 | $73.06 M | 2025 Q2 | |
| 0.19% | New Buy | 787,156 | $45.91 M | 2025 Q2 | |
| 0.19% | Add 3478.7% | 538,312 | $31.39 M | 2025 Q2 | |
| 8.21% | Add 0.2% | 451,015 | $26.3 M | 2025 Q2 | |
| 3.82% | Reduce -1.8% | 230,707 | $13.45 M | 2025 Q2 | |
| 0.01% | New Buy | 64,300 | $3.75 M | 2025 Q2 | |
| 0.03% | Add 4.4% | 40,082 | $2.34 M | 2025 Q2 | |
| 0.00% | Add 20.2% | 5,288 | $308,448 | 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
                                            
                                            $438.46 M
                                        
                                        
                                            
                                            $140.39 M
                                        
                                        
                                            
                                            $85.63 M
                                        
                                        
                                            
                                            $82.37 M
                                        
                                        
                                            
                                            $73.06 M
                                        
                            Top 5 by Conviction
                                            
                                            8.21%
                                        
                                        
                                            
                                            3.82%
                                        
                                        
                                            
                                            3.12%
                                        
                                        
                                            
                                            1.79%
                                        
                                        
                                            
                                            0.72%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$691.83 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$192.14 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                10
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        