Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.87% | Reduce -1.2% | 8,418,362 | $889.99 M | 2025 Q2 | |
| 1.35% | Add 60.4% | 3,174,164 | $335.57 M | 2025 Q2 | |
| 0.29% | Reduce -40.0% | 2,060,851 | $217.87 M | 2025 Q2 | |
| 0.14% | Add 42.2% | 222,067 | $23.48 M | 2025 Q2 | |
| 0.11% | Reduce -1.6% | 108,120 | $11.43 M | 2025 Q2 | |
| 0.01% | Add 15.2% | 16,314 | $1.72 M | 2025 Q2 | |
| 0.00% | Reduce -23.8% | 3,315 | $350,544 | 2025 Q2 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $889.99 M
                                        
                                        
                                            
                                            $335.57 M
                                        
                                        
                                            
                                            $217.87 M
                                        
                                        
                                            
                                            $23.48 M
                                        
                                        
                                            
                                            $11.43 M
                                        
                            Top 5 by Conviction
                                            
                                            3.87%
                                        
                                        
                                            
                                            1.35%
                                        
                                        
                                            
                                            0.29%
                                        
                                        
                                            
                                            0.14%
                                        
                                        
                                            
                                            0.11%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$133.59 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$156.9 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        