Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.95% | Add 0.9% | 1,732,621 | $298.72 M | 2025 Q2 | |
| 0.88% | Add 8.5% | 1,261,873 | $217.56 M | 2025 Q2 | |
| 3.74% | New Buy | 895,000 | $154.31 M | 2025 Q2 | |
| 0.17% | New Buy | 733,927 | $126.54 M | 2025 Q2 | |
| 3.83% | Add 3.0% | 648,574 | $111.82 M | 2025 Q2 | |
| 0.15% | New Buy | 455,811 | $78.59 M | 2025 Q2 | |
| 2.36% | Add 2.6% | 390,000 | $67.24 M | 2025 Q2 | |
| 0.11% | New Buy | 282,839 | $48.76 M | 2025 Q2 | |
| 0.36% | Add 3784.1% | 182,786 | $31.51 M | 2025 Q2 | |
| 0.10% | Add 33.7% | 99,802 | $17.21 M | 2025 Q2 | |
| 1.41% | Add 84.1% | 58,000 | $7.48 M | 2025 Q3 | |
| 0.02% | Add 247.5% | 13,039 | $2.25 M | 2025 Q2 | |
| 1.30% | Add 30.6% | 10,843 | $1.4 M | 2025 Q3 | |
| 0.01% | Add 7.2% | 5,200 | $896,532 | 2025 Q2 | |
| 0.00% | Add 73.3% | 2,086 | $359,755 | 2025 Q2 | |
| 0.00% | Reduce -99.9% | 696 | $89,735 | 2025 Q3 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $298.72 M
                                        
                                        
                                            
                                            $217.56 M
                                        
                                        
                                            
                                            $154.31 M
                                        
                                        
                                            
                                            $126.54 M
                                        
                                        
                                            
                                            $111.82 M
                                        
                            Top 5 by Conviction
                                            
                                            3.83%
                                        
                                        
                                            
                                            3.74%
                                        
                                        
                                            
                                            2.95%
                                        
                                        
                                            
                                            2.36%
                                        
                                        
                                            
                                            1.41%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$520.28 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        12
                                    
                                -$0
                                Total Sell Value
                                
                                        Reductions:
                                        0
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                0
                            Net Buyers
                                16
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        