Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.37% | Add 1.3% | 3,976,890 | $341.89 M | 2025 Q2 | |
| 0.34% | Reduce -21.0% | 900,545 | $77.42 M | 2025 Q2 | |
| 0.61% | Reduce -1.0% | 723,562 | $62.2 M | 2025 Q2 | |
| 0.04% | Add 76.8% | 309,600 | $26.62 M | 2025 Q2 | |
| 0.03% | Add 446.4% | 61,010 | $5.25 M | 2025 Q2 | |
| 0.01% | New Buy | 41,760 | $3.59 M | 2025 Q2 | |
| 0.00% | New Buy | 5,305 | $456,071 | 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
                                            
                                            $341.89 M
                                        
                                        
                                            
                                            $77.42 M
                                        
                                        
                                            
                                            $62.2 M
                                        
                                        
                                            
                                            $26.62 M
                                        
                                        
                                            
                                            $5.25 M
                                        
                            Top 5 by Conviction
                                            
                                            3.37%
                                        
                                        
                                            
                                            0.61%
                                        
                                        
                                            
                                            0.34%
                                        
                                        
                                            
                                            0.04%
                                        
                                        
                                            
                                            0.03%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$24.42 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$21.17 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        