Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.35% | Reduce -33.4% | 3,375,876 | $177.54 M | 2025 Q2 | |
| 1.43% | Add 0.4% | 1,750,000 | $92.03 M | 2025 Q2 | |
| 0.11% | Reduce -1.2% | 662,952 | $34.86 M | 2025 Q2 | |
| 0.80% | New Buy | 623,145 | $32.77 M | 2025 Q2 | |
| 0.11% | Reduce -2.7% | 221,155 | $11.63 M | 2025 Q2 | |
| 0.08% | Add 56.8% | 180,606 | $9.5 M | 2025 Q2 | |
| 1.00% | Reduce -0.3% | 128,901 | $6.78 M | 2025 Q2 | |
| 0.05% | Add 4.5% | 93,220 | $4.9 M | 2025 Q2 | |
| 0.70% | Reduce -54.0% | 45,500 | $3.73 M | 2025 Q3 | |
| 0.00% | Reduce -47.9% | 11,607 | $610,412 | 2025 Q2 | |
| 0.00% | Add 0.3% | 9,959 | $523,777 | 2025 Q2 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $177.54 M
                                        
                                        
                                            
                                            $92.03 M
                                        
                                        
                                            
                                            $34.86 M
                                        
                                        
                                            
                                            $32.77 M
                                        
                                        
                                            
                                            $11.63 M
                                        
                            Top 5 by Conviction
                                            
                                            1.43%
                                        
                                        
                                            
                                            1.00%
                                        
                                        
                                            
                                            0.80%
                                        
                                        
                                            
                                            0.70%
                                        
                                        
                                            
                                            0.35%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$36.76 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$137.7 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        