Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.34% | Reduce -0.6% | 1,521,821 | $864.44 M | 2025 Q2 | |
| 1.10% | Add 2.3% | 141,093 | $86.4 M | 2025 Q3 | |
| 0.44% | Add 88.9% | 128,540 | $73.01 M | 2025 Q2 | |
| 0.61% | Add 0.3% | 128,004 | $72.71 M | 2025 Q2 | |
| 2.21% | New Buy | 72,900 | $41.4 M | 2025 Q2 | |
| 0.87% | 43,593 | $24.76 M | 2025 Q2 | ||
| 0.05% | Add 653.0% | 42,357 | $24.06 M | 2025 Q2 | |
| 0.02% | Add 1.9% | 3,247 | $1.84 M | 2025 Q2 | |
| 0.01% | New Buy | 2,227 | $1.27 M | 2025 Q2 | |
| 0.15% | Reduce -9.4% | 942 | $535,084 | 2025 Q2 | |
| 0.00% | Reduce -87.1% | 900 | $511,227 | 2025 Q2 | |
| 0.05% | 836 | $474,689 | 2025 Q2 | ||
| 0.01% | 682 | $387,396 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $864.44 M
                                        
                                        
                                            
                                            $86.4 M
                                        
                                        
                                            
                                            $73.01 M
                                        
                                        
                                            
                                            $72.71 M
                                        
                                        
                                            
                                            $41.4 M
                                        
                            Top 5 by Conviction
                                            
                                            2.21%
                                        
                                        
                                        
                                            
                                            0.87%
                                        
                                        
                                            
                                            0.61%
                                        
                                        
                                            
                                            0.44%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$98.11 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$21.93 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        