Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.85% | Add 81.1% | 13,018,874 | $640.66 M | 2025 Q2 | |
| 2.04% | Reduce -0.4% | 12,772,666 | $628.54 M | 2025 Q2 | |
| 1.65% | Reduce -27.7% | 7,314,452 | $359.94 M | 2025 Q2 | |
| 1.92% | Add 0.2% | 1,656,190 | $81.5 M | 2025 Q2 | |
| 0.14% | Reduce -13.1% | 913,909 | $44.97 M | 2025 Q2 | |
| 0.10% | Add 83.6% | 906,339 | $44.6 M | 2025 Q2 | |
| 0.06% | Add 585.2% | 896,300 | $44.11 M | 2025 Q2 | |
| 0.04% | Reduce -78.9% | 395,643 | $19.47 M | 2025 Q2 | |
| 0.99% | 375,965 | $18.49 M | 2025 Q2 | ||
| 0.10% | Reduce -23.9% | 342,747 | $16.87 M | 2025 Q2 | |
| 0.00% | Reduce -23.8% | 125,806 | $6.19 M | 2025 Q2 | |
| 0.98% | Reduce -31.5% | 85,000 | $5.18 M | 2025 Q3 | |
| 0.03% | New Buy | 80,844 | $3.98 M | 2025 Q2 | |
| 1.40% | 52,000 | $2.56 M | 2025 Q2 | ||
| 0.02% | Reduce -7.2% | 50,370 | $2.48 M | 2025 Q2 | |
| 0.23% | Reduce -0.1% | 31,367 | $1.54 M | 2025 Q2 | |
| 0.01% | 17,343 | $853,449 | 2025 Q2 | ||
| 0.05% | Add 123.2% | 10,769 | $529,942 | 2025 Q2 | 
                                        
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                                Showing 1 to 18 of 18 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $640.66 M
                                        
                                        
                                            
                                            $628.54 M
                                        
                                        
                                            
                                            $359.94 M
                                        
                                        
                                            
                                            $81.5 M
                                        
                                        
                                            
                                            $44.97 M
                                        
                            Top 5 by Conviction
                                            
                                            2.04%
                                        
                                        
                                            
                                            1.92%
                                        
                                        
                                            
                                            1.85%
                                        
                                        
                                            
                                            1.65%
                                        
                                        
                                            
                                            1.40%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$349.31 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$230.17 M
                                Total Sell Value
                                
                                        Reductions:
                                        9
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        