Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.09% | Reduce -37.8% | 4,144,792 | $337.43 M | 2025 Q2 | |
| 7.47% | Add 8.5% | 3,789,711 | $308.52 M | 2025 Q2 | |
| 0.16% | Add 40.2% | 980,588 | $79.83 M | 2025 Q2 | |
| 3.90% | Reduce -26.9% | 949,257 | $77.28 M | 2025 Q2 | |
| 0.19% | Reduce -9.0% | 502,451 | $40.9 M | 2025 Q2 | |
| 0.04% | Reduce -46.4% | 133,867 | $10.9 M | 2025 Q2 | |
| 1.41% | Add 28.4% | 113,000 | $7.45 M | 2025 Q3 | |
| 0.01% | Add 176.3% | 29,968 | $2.44 M | 2025 Q2 | |
| 0.03% | Reduce -2.5% | 29,690 | $2.42 M | 2025 Q2 | |
| 0.00% | Reduce -47.3% | 3,708 | $301,891 | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $337.43 M
                                        
                                        
                                            
                                            $308.52 M
                                        
                                        
                                            
                                            $79.83 M
                                        
                                        
                                            
                                            $77.28 M
                                        
                                        
                                            
                                            $40.9 M
                                        
                            Top 5 by Conviction
                                            
                                            7.47%
                                        
                                        
                                            
                                            3.90%
                                        
                                        
                                            
                                            1.41%
                                        
                                        
                                            
                                            1.09%
                                        
                                        
                                            
                                            0.19%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$48.59 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$288.1 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        