Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.40% | Add 22.9% | 15,912,624 | $829.53 M | 2025 Q2 | |
| 0.21% | New Buy | 1,216,900 | $63.44 M | 2025 Q2 | |
| 0.79% | Reduce -39.0% | 1,160,000 | $60.47 M | 2025 Q2 | |
| 0.07% | New Buy | 626,038 | $32.64 M | 2025 Q2 | |
| 0.03% | New Buy | 426,900 | $22.25 M | 2025 Q2 | |
| 0.04% | Add 1277.3% | 426,700 | $22.24 M | 2025 Q2 | |
| 0.07% | New Buy | 100,000 | $5.21 M | 2025 Q2 | |
| 0.93% | Add 23.9% | 101,000 | $4.95 M | 2025 Q3 | |
| 0.02% | Reduce -35.1% | 77,712 | $4.05 M | 2025 Q2 | |
| 0.13% | Add 11.4% | 45,450 | $2.37 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
                                            
                                            $829.53 M
                                        
                                        
                                            
                                            $63.44 M
                                        
                                        
                                            
                                            $60.47 M
                                        
                                        
                                            
                                            $32.64 M
                                        
                                        
                                            
                                            $22.25 M
                                        
                            Top 5 by Conviction
                                            
                                            2.40%
                                        
                                        
                                            
                                            0.93%
                                        
                                        
                                            
                                            0.79%
                                        
                                        
                                            
                                            0.21%
                                        
                                        
                                            
                                            0.13%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$298.95 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$42.62 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        