Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 16.10% | Add 32.1% | 4,355,487 | $2.69 B | 2025 Q2 | |
| 6.51% | Reduce -21.9% | 2,610,360 | $1.61 B | 2025 Q2 | |
| 2.67% | Add 1867.4% | 1,987,813 | $1.23 B | 2025 Q2 | |
| 6.85% | Add 60.7% | 1,318,891 | $814.88 M | 2025 Q2 | |
| 15.92% | Reduce -5.1% | 513,053 | $316.99 M | 2025 Q2 | |
| 0.82% | Reduce -48.4% | 106,329 | $65.7 M | 2025 Q2 | |
| 0.37% | Reduce -84.8% | 47,778 | $29.52 M | 2025 Q2 | |
| 0.22% | Add 99.0% | 36,434 | $22.51 M | 2025 Q2 | |
| 0.17% | Add 210.7% | 27,790 | $17.17 M | 2025 Q2 | |
| 0.03% | Reduce -47.9% | 25,000 | $15.45 M | 2025 Q2 | |
| 0.18% | Reduce -0.4% | 21,666 | $14.43 M | 2025 Q3 | |
| 0.57% | Reduce -1.4% | 9,484 | $5.86 M | 2025 Q2 | |
| 0.01% | New Buy | 7,800 | $4.82 M | 2025 Q2 | |
| 0.00% | Reduce -45.9% | 6,150 | $3.8 M | 2025 Q2 | |
| 0.05% | Reduce -3.6% | 2,474 | $1.53 M | 2025 Q2 | |
| 0.01% | Reduce -0.6% | 1,329 | $821,123 | 2025 Q2 | |
| 0.00% | New Buy | 594 | $366,989 | 2025 Q2 | |
| 0.00% | Reduce -50.0% | 1 | $556 | 2025 Q2 | 
                                        
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                                Showing 1 to 18 of 18 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $2.69 B
                                        
                                        
                                            
                                            $1.61 B
                                        
                                        
                                            
                                            $1.23 B
                                        
                                        
                                            
                                            $814.88 M
                                        
                                        
                                            
                                            $316.99 M
                                        
                            Top 5 by Conviction
                                            
                                            16.10%
                                        
                                        
                                            
                                            15.92%
                                        
                                        
                                            
                                            6.85%
                                        
                                        
                                            
                                            6.51%
                                        
                                        
                                            
                                            2.67%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$2.16 B
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$713.47 M
                                Total Sell Value
                                
                                        Reductions:
                                        11
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                11
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        