Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.32% | Reduce -4.5% | 1,448,522 | $799.06 M | 2025 Q2 | |
| 1.22% | Reduce -14.3% | 263,302 | $145.25 M | 2025 Q2 | |
| 0.13% | Reduce -57.5% | 105,721 | $58.32 M | 2025 Q2 | |
| 0.16% | Add 109.8% | 49,360 | $27.23 M | 2025 Q2 | |
| 0.03% | Add 93.7% | 46,100 | $25.43 M | 2025 Q2 | |
| 0.09% | Add 67.3% | 16,147 | $8.91 M | 2025 Q2 | |
| 0.05% | Reduce -74.8% | 7,810 | $4.31 M | 2025 Q2 | |
| 0.14% | Add 11.5% | 2,682 | $1.48 M | 2025 Q2 | |
| 0.01% | Add 6.8% | 1,721 | $949,372 | 2025 Q2 | |
| 0.24% | New Buy | 2,134 | $764,548 | 2023 Q3 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $799.06 M
                                        
                                        
                                            
                                            $145.25 M
                                        
                                        
                                            
                                            $58.32 M
                                        
                                        
                                            
                                            $27.23 M
                                        
                                        
                                            
                                            $25.43 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$30.35 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$157.65 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        