Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.47% | Reduce -21.7% | 2,464,780 | $746.51 M | 2025 Q2 | |
| 1.36% | 1,106,395 | $337.26 M | 2025 Q2 | ||
| 0.14% | Reduce -36.2% | 215,359 | $65.65 M | 2025 Q2 | |
| 2.22% | Reduce -6.0% | 169,411 | $51.64 M | 2025 Q2 | |
| 0.02% | Add 102.9% | 42,000 | $12.8 M | 2025 Q2 | |
| 0.11% | Reduce -0.5% | 37,706 | $11.49 M | 2025 Q2 | |
| 2.12% | Reduce -0.1% | 22,306 | $6.8 M | 2025 Q2 | |
| 0.02% | Add 182.7% | 12,624 | $3.85 M | 2025 Q2 | |
| 0.00% | Reduce -44.7% | 5,442 | $1.66 M | 2025 Q2 | |
| 0.01% | Add 47.5% | 5,378 | $1.64 M | 2025 Q2 | |
| 0.04% | Reduce -0.6% | 3,876 | $1.18 M | 2025 Q2 | |
| 0.01% | Add 0.5% | 3,755 | $1.14 M | 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
                                            
                                            $746.51 M
                                        
                                        
                                            
                                            $337.26 M
                                        
                                        
                                            
                                            $65.65 M
                                        
                                        
                                            
                                            $51.64 M
                                        
                                        
                                            
                                            $12.8 M
                                        
                            Top 5 by Conviction
                                            
                                            2.22%
                                        
                                        
                                            
                                            2.12%
                                        
                                        
                                            
                                            1.47%
                                        
                                        
                                            
                                            1.36%
                                        
                                        
                                            
                                            0.14%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$9.51 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$248.17 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        