Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.84% | Add 4.0% | 5,666,392 | $628.23 M | 2025 Q2 | |
| 0.30% | Add 32.5% | 666,300 | $73.87 M | 2025 Q2 | |
| 0.46% | Reduce -14.3% | 368,861 | $40.9 M | 2025 Q2 | |
| 0.19% | Add 12.4% | 282,196 | $31.29 M | 2025 Q2 | |
| 0.04% | Reduce -67.8% | 164,728 | $18.26 M | 2025 Q2 | |
| 0.17% | Reduce -46.9% | 121,237 | $13.65 M | 2025 Q3 | |
| 0.06% | Reduce -75.9% | 63,630 | $7.05 M | 2025 Q2 | |
| 0.06% | Reduce -27.9% | 49,000 | $5.43 M | 2025 Q2 | |
| 0.01% | Add 131.1% | 23,967 | $2.66 M | 2025 Q2 | |
| 0.53% | New Buy | 21,000 | $2.33 M | 2025 Q2 | |
| 0.00% | Reduce -57.4% | 17,793 | $1.97 M | 2025 Q2 | |
| 0.00% | Add 54.0% | 10,700 | $1.19 M | 2025 Q2 | |
| 0.15% | Reduce -0.5% | 9,153 | $1.01 M | 2025 Q2 | |
| 0.00% | New Buy | 2,501 | $277,286 | 2025 Q2 | 
                                        
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                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $628.23 M
                                        
                                        
                                            
                                            $73.87 M
                                        
                                        
                                            
                                            $40.9 M
                                        
                                        
                                            
                                            $31.29 M
                                        
                                        
                                            
                                            $18.26 M
                                        
                            Top 5 by Conviction
                                            
                                            0.84%
                                        
                                        
                                            
                                            0.53%
                                        
                                        
                                            
                                            0.46%
                                        
                                        
                                            
                                            0.30%
                                        
                                        
                                            
                                            0.19%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$49.96 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$80.34 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        