Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.44% | Reduce -5.1% | 3,504,069 | $215.11 M | 2025 Q2 | |
| 0.01% | Reduce -6.3% | 458,901 | $28.17 M | 2025 Q2 | |
| 1.36% | New Buy | 229,028 | $14.06 M | 2025 Q2 | |
| 0.02% | Add 35.9% | 197,945 | $12.15 M | 2025 Q2 | |
| 0.02% | Add 42.1% | 94,206 | $5.78 M | 2025 Q2 | |
| 0.03% | Add 93.7% | 85,441 | $5.25 M | 2025 Q2 | |
| 1.32% | Add 22.6% | 22,219 | $1.43 M | 2025 Q3 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $215.11 M
                                        
                                        
                                            
                                            $28.17 M
                                        
                                        
                                            
                                            $14.06 M
                                        
                                        
                                            
                                            $12.15 M
                                        
                                        
                                            
                                            $5.78 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$22.63 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$30.21 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        