Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.17% | Reduce -6.9% | 4,209,857 | $1.61 B | 2025 Q2 | |
| 2.07% | Add 58.5% | 1,872,133 | $717.21 M | 2025 Q2 | |
| 0.97% | Reduce -1.4% | 784,607 | $300.58 M | 2025 Q2 | |
| 1.29% | Reduce -39.4% | 732,008 | $280.43 M | 2025 Q2 | |
| 0.63% | Reduce -5.1% | 406,706 | $155.81 M | 2025 Q2 | |
| 0.12% | Reduce -12.4% | 99,982 | $38.3 M | 2025 Q2 | |
| 0.22% | Add 11.2% | 68,963 | $26.42 M | 2025 Q2 | |
| 0.12% | Reduce -2.7% | 32,157 | $12.32 M | 2025 Q2 | |
| 0.02% | Reduce -5.8% | 7,422 | $2.84 M | 2025 Q2 | |
| 0.03% | Add 104.0% | 3,923 | $1.5 M | 2025 Q2 | |
| 0.01% | Reduce -82.6% | 3,862 | $1.48 M | 2025 Q2 | |
| 0.00% | Reduce -3.2% | 906 | $347,295 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 12 of 12 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
                                            
                                            $1.61 B
                                        
                                        
                                            
                                            $717.21 M
                                        
                                        
                                            
                                            $300.58 M
                                        
                                        
                                            
                                            $280.43 M
                                        
                                        
                                            
                                            $155.81 M
                                        
                            Top 5 by Conviction
                                            
                                            3.17%
                                        
                                        
                                            
                                            2.07%
                                        
                                        
                                            
                                            1.29%
                                        
                                        
                                            
                                            0.97%
                                        
                                        
                                            
                                            0.63%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$268.07 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$327.82 M
                                Total Sell Value
                                
                                        Reductions:
                                        9
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        