Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.00% | Add 51.5% | 1,431,171 | $62.99 M | 2025 Q2 | |
| 0.10% | 732,142 | $32.22 M | 2025 Q2 | ||
| 0.09% | Reduce -25.1% | 525,672 | $23.13 M | 2025 Q2 | |
| 0.03% | Add 304.6% | 508,562 | $22.38 M | 2025 Q2 | |
| 0.03% | Reduce -30.1% | 261,546 | $11.51 M | 2025 Q2 | |
| 0.01% | Reduce -10.7% | 88,152 | $3.88 M | 2025 Q2 | |
| 0.84% | New Buy | 84,000 | $3.7 M | 2025 Q2 | |
| 0.00% | Reduce -1.3% | 17,646 | $776,622 | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $62.99 M
                                        
                                        
                                            
                                            $32.22 M
                                        
                                        
                                            
                                            $23.13 M
                                        
                                        
                                            
                                            $22.38 M
                                        
                                        
                                            
                                            $11.51 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$41.96 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$13.72 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        