Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.84% | Add 3.6% | 6,539,746 | $4.63 B | 2025 Q2 | |
| 2.15% | 359,360 | $254.34 M | 2025 Q2 | ||
| 0.35% | Add 31.9% | 150,745 | $106.69 M | 2025 Q2 | |
| 0.29% | Reduce -7.6% | 126,315 | $89.4 M | 2025 Q2 | |
| 0.73% | New Buy | 42,000 | $29.73 M | 2025 Q2 | |
| 0.09% | Reduce -35.7% | 40,299 | $28.52 M | 2025 Q2 | |
| 0.29% | Add 305.8% | 36,538 | $25.86 M | 2025 Q2 | |
| 0.19% | Reduce -82.7% | 20,961 | $14.84 M | 2025 Q2 | |
| 0.05% | Reduce -90.9% | 8,523 | $6.03 M | 2025 Q2 | |
| 0.03% | Reduce -6.9% | 8,121 | $5.75 M | 2025 Q2 | |
| 0.05% | Add 4.7% | 6,636 | $4.7 M | 2025 Q2 | |
| 0.53% | Reduce -50.0% | 3,500 | $2.79 M | 2025 Q3 | |
| 1.51% | Reduce -10.2% | 2,040 | $1.62 M | 2025 Q3 | |
| 0.34% | 2,100 | $1.49 M | 2025 Q2 | ||
| 0.01% | 1,193 | $844,346 | 2025 Q2 | ||
| 0.00% | New Buy | 8 | $6,371 | 2025 Q3 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $4.63 B
                                        
                                        
                                            
                                            $254.34 M
                                        
                                        
                                            
                                            $106.69 M
                                        
                                        
                                            
                                            $89.4 M
                                        
                                        
                                            
                                            $29.73 M
                                        
                            Top 5 by Conviction
                                            
                                            2.15%
                                        
                                        
                                            
                                            1.84%
                                        
                                        
                                            
                                            1.51%
                                        
                                        
                                            
                                            0.73%
                                        
                                        
                                            
                                            0.53%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$236.31 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$223.81 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        