Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.73% | Add 25.2% | 7,199,546 | $533.27 M | 2025 Q2 | |
| 0.16% | New Buy | 1,118,529 | $82.85 M | 2025 Q2 | |
| 1.04% | New Buy | 400,000 | $29.63 M | 2025 Q2 | |
| 0.08% | Reduce -28.1% | 342,625 | $25.38 M | 2025 Q2 | |
| 0.09% | Add 140.9% | 207,966 | $15.4 M | 2025 Q2 | |
| 0.09% | New Buy | 101,391 | $7.51 M | 2025 Q2 | |
| 0.05% | Reduce -50.1% | 84,034 | $6.22 M | 2025 Q2 | |
| 0.00% | Reduce -88.1% | 15,066 | $1.12 M | 2025 Q2 | |
| 0.00% | New Buy | 13,856 | $1.03 M | 2025 Q2 | |
| 0.00% | Add 10.8% | 4,550 | $337,048 | 2025 Q2 | |
| 0.00% | Add 8.6% | 4,041 | $299,317 | 2025 Q2 | |
| 0.01% | 4,029 | $298,428 | 2025 Q2 | ||
| 0.00% | Reduce -5.8% | 3,076 | $227,839 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $533.27 M
                                        
                                        
                                            
                                            $82.85 M
                                        
                                        
                                            
                                            $29.63 M
                                        
                                        
                                            
                                            $25.38 M
                                        
                                        
                                            
                                            $15.4 M
                                        
                            Top 5 by Conviction
                                            
                                            1.73%
                                        
                                        
                                            
                                            1.04%
                                        
                                        
                                            
                                            0.16%
                                        
                                        
                                            
                                            0.09%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$237.32 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$56.15 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        