Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.40% | Reduce -1.9% | 3,909,570 | $204.67 M | 2025 Q2 | |
| 0.04% | Add 78.8% | 1,858,621 | $97.3 M | 2025 Q2 | |
| 0.15% | Add 112.4% | 1,411,919 | $73.91 M | 2025 Q2 | |
| 0.70% | Add 3.4% | 1,351,572 | $70.75 M | 2025 Q2 | |
| 0.82% | New Buy | 1,195,000 | $62.56 M | 2025 Q2 | |
| 0.03% | Reduce -5.8% | 479,300 | $25.09 M | 2025 Q2 | |
| 0.04% | Add 136.3% | 359,101 | $18.8 M | 2025 Q2 | |
| 0.05% | Reduce -12.7% | 149,594 | $7.83 M | 2025 Q2 | |
| 0.06% | Add 29.7% | 93,431 | $4.89 M | 2025 Q2 | |
| 0.01% | Reduce -71.0% | 22,800 | $1.19 M | 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
$204.67 M
$97.3 M
$73.91 M
$70.75 M
$62.56 M
Top 5 by Conviction
0.82%
0.70%
0.40%
0.15%
0.06%
Recent Activity Breakdown(2025 Q2)
+$158.87 M
Total Buy Value
New Buys:
1
Additions:
5
-$9.64 M
Total Sell Value
Reductions:
4
Sold Out:
0
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
4
Net Buyers
6