Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.83% | Add 152.6% | 1,176,402 | $622.49 M | 2025 Q2 | |
| 1.70% | Add 4.0% | 1,097,794 | $580.9 M | 2025 Q2 | |
| 1.66% | Add 25.4% | 778,263 | $411.82 M | 2025 Q2 | |
| 0.34% | Reduce -5.0% | 76,170 | $40.31 M | 2025 Q2 | |
| 5.52% | Reduce -24.1% | 34,900 | $18.47 M | 2025 Q2 | |
| 0.23% | Add 66.2% | 34,394 | $18.2 M | 2025 Q2 | |
| 0.08% | Add 8.3% | 14,889 | $7.88 M | 2025 Q2 | |
| 0.03% | Reduce -3.6% | 9,352 | $4.95 M | 2025 Q2 | |
| 0.00% | Add 19.1% | 4,211 | $2.23 M | 2025 Q2 | |
| 0.01% | Reduce -0.5% | 1,501 | $794,254 | 2025 Q2 | |
| 0.01% | Add 40.3% | 1,000 | $529,150 | 2025 Q2 | |
| 0.04% | New Buy | 569 | $301,086 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $622.49 M
                                        
                                        
                                            
                                            $580.9 M
                                        
                                        
                                            
                                            $411.82 M
                                        
                                        
                                            
                                            $40.31 M
                                        
                                        
                                            
                                            $18.47 M
                                        
                            Top 5 by Conviction
                                            
                                            5.52%
                                        
                                        
                                            
                                            1.70%
                                        
                                        
                                            
                                            1.66%
                                        
                                        
                                            
                                            0.83%
                                        
                                        
                                            
                                            0.34%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$490.51 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$8.17 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        