Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.54% | Reduce -6.4% | 12,966,235 | $2.3 B | 2025 Q2 | |
| 2.62% | Add 4.7% | 7,511,577 | $1.33 B | 2025 Q2 | |
| 8.17% | 6,324,031 | $1.12 B | 2025 Q2 | ||
| 9.60% | Reduce -0.3% | 5,090,317 | $902.97 M | 2025 Q2 | |
| 4.12% | 2,749,860 | $487.8 M | 2025 Q2 | ||
| 11.31% | Add 26.8% | 2,633,988 | $467.24 M | 2025 Q2 | |
| 16.17% | 2,451,300 | $434.84 M | 2025 Q2 | ||
| 2.99% | Add 75.2% | 1,945,400 | $345.09 M | 2025 Q2 | |
| 3.16% | Reduce -12.0% | 1,801,827 | $319.63 M | 2025 Q2 | |
| 0.12% | Reduce -4.7% | 1,750,771 | $310.57 M | 2025 Q2 | |
| 4.01% | Reduce -1.3% | 1,578,827 | $280.07 M | 2025 Q2 | |
| 4.13% | Reduce -25.4% | 1,500,000 | $266.08 M | 2025 Q2 | |
| 3.91% | Reduce -3.2% | 1,286,121 | $228.15 M | 2025 Q2 | |
| 2.03% | Add 3.5% | 721,546 | $127.99 M | 2025 Q2 | |
| 10.53% | Add 3.6% | 661,990 | $117.43 M | 2025 Q2 | |
| 3.98% | Add 0.4% | 653,717 | $115.96 M | 2025 Q2 | |
| 0.62% | Add 0.6% | 650,390 | $115.37 M | 2025 Q2 | |
| 0.31% | Reduce -3.3% | 603,385 | $107.03 M | 2025 Q2 | |
| 4.25% | 445,600 | $79.04 M | 2025 Q2 | ||
| 0.16% | New Buy | 417,111 | $73.99 M | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 20 of 38 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $2.3 B
                                        
                                        
                                            
                                            $1.33 B
                                        
                                        
                                            
                                            $1.12 B
                                        
                                        
                                            
                                            $902.97 M
                                        
                                        
                                            
                                            $487.8 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$422.1 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        11
                                    
                                -$612.58 M
                                Total Sell Value
                                
                                        Reductions:
                                        16
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                20
                            Net Buyers
                                13
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        