Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.71% | Add 7.5% | 3,257,949 | $534.04 M | 2025 Q2 | |
| 1.03% | Reduce -0.5% | 3,202,237 | $526.07 M | 2025 Q2 | |
| 2.03% | Add 2.6% | 1,043,546 | $171.06 M | 2025 Q2 | |
| 0.79% | Add 8.4% | 569,500 | $93.35 M | 2025 Q2 | |
| 0.05% | Add 15.5% | 29,673 | $4.86 M | 2025 Q2 | |
| 0.15% | 16,800 | $2.75 M | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 6 of 6 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $534.04 M
                                        
                                        
                                            
                                            $526.07 M
                                        
                                        
                                            
                                            $171.06 M
                                        
                                        
                                            
                                            $93.35 M
                                        
                                        
                                            
                                            $4.86 M
                                        
                            Top 5 by Conviction
                                            
                                            2.03%
                                        
                                        
                                            
                                            1.03%
                                        
                                        
                                            
                                            0.79%
                                        
                                        
                                            
                                            0.71%
                                        
                                        
                                            
                                            0.15%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$49.57 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$12.97 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                        