Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.90% | Add 2.3% | 3,453,392 | $986.84 M | 2025 Q2 | |
| 1.89% | Reduce -10.5% | 2,284,905 | $652.93 M | 2025 Q2 | |
| 1.74% | Reduce -3.4% | 2,121,637 | $606.28 M | 2025 Q2 | |
| 3.79% | Reduce -16.1% | 1,862,764 | $532.3 M | 2025 Q2 | |
| 4.01% | Add 10.3% | 1,070,000 | $305.76 M | 2025 Q2 | |
| 1.76% | Reduce -15.6% | 490,080 | $140.05 M | 2025 Q2 | |
| 2.84% | Add 7.4% | 405,320 | $115.77 M | 2025 Q2 | |
| 1.27% | Add 29.4% | 296,012 | $84.59 M | 2025 Q2 | |
| 0.02% | Reduce -58.6% | 7,518 | $2.15 M | 2025 Q2 | |
| 0.00% | Reduce -98.9% | 6,102 | $1.74 M | 2025 Q2 |
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Showing 1 to 10 of 10 entries
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Key Holders
Top 5 by Value
$986.84 M
$652.93 M
$606.28 M
$532.3 M
$305.76 M
Top 5 by Conviction
4.01%
3.79%
2.90%
2.84%
1.89%
Recent Activity Breakdown(2025 Q2)
+$77.47 M
Total Buy Value
New Buys:
0
Additions:
4
-$410.58 M
Total Sell Value
Reductions:
6
Sold Out:
2
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
8
Net Buyers
4