Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.03% | Reduce -7.7% | 510,288 | $84.02 M | 2025 Q2 | |
| 0.46% | New Buy | 215,000 | $35.4 M | 2025 Q2 | |
| 0.05% | New Buy | 156,361 | $25.74 M | 2025 Q2 | |
| 0.22% | Add 15.7% | 136,573 | $22.49 M | 2025 Q2 | |
| 0.02% | Reduce -26.9% | 78,400 | $12.91 M | 2025 Q2 | |
| 0.05% | Reduce -1.8% | 72,646 | $11.96 M | 2025 Q2 | |
| 0.11% | Reduce -22.8% | 66,580 | $10.96 M | 2025 Q2 | |
| 0.02% | New Buy | 41,043 | $6.76 M | 2025 Q2 | |
| 0.00% | Add 46.4% | 7,523 | $1.24 M | 2025 Q2 | |
| 0.01% | Reduce -24.9% | 6,522 | $1.07 M | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $84.02 M
                                        
                                        
                                            
                                            $35.4 M
                                        
                                        
                                            
                                            $25.74 M
                                        
                                        
                                            
                                            $22.49 M
                                        
                                        
                                            
                                            $12.91 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$71.34 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$15.54 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        