Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.08% | Add 60.6% | 2,266,050 | $375.12 M | 2025 Q2 | |
| 0.20% | Add 10.0% | 394,467 | $65.3 M | 2025 Q2 | |
| 0.11% | New Buy | 334,673 | $55.4 M | 2025 Q2 | |
| 0.58% | New Buy | 307,292 | $50.87 M | 2025 Q2 | |
| 0.35% | Reduce -45.9% | 166,063 | $27.49 M | 2025 Q2 | |
| 0.00% | Reduce -26.1% | 25,124 | $4.16 M | 2025 Q2 | |
| 0.02% | Add 247.0% | 21,230 | $3.51 M | 2025 Q2 | |
| 0.02% | Add 2.4% | 14,336 | $2.37 M | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 8 of 8 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
                                            
                                            $375.12 M
                                        
                                        
                                            
                                            $65.3 M
                                        
                                        
                                            
                                            $55.4 M
                                        
                                        
                                            
                                            $50.87 M
                                        
                                        
                                            
                                            $27.49 M
                                        
                            Top 5 by Conviction
                                            
                                            1.08%
                                        
                                        
                                            
                                            0.58%
                                        
                                        
                                            
                                            0.35%
                                        
                                        
                                            
                                            0.20%
                                        
                                        
                                            
                                            0.11%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$256.3 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$25.18 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        