Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.45% | Add 2.6% | 9,933,082 | $3.64 B | 2025 Q2 | |
| 2.85% | 920,000 | $337.31 M | 2025 Q2 | ||
| 0.56% | Reduce -0.3% | 154,173 | $56.53 M | 2025 Q2 | |
| 0.13% | Reduce -27.3% | 83,367 | $30.57 M | 2025 Q2 | |
| 0.04% | Reduce -1.1% | 49,937 | $18.31 M | 2025 Q2 | |
| 0.15% | Add 6.3% | 41,160 | $15.09 M | 2025 Q2 | |
| 0.07% | Add 1.6% | 32,544 | $11.93 M | 2025 Q2 | |
| 0.02% | Reduce -79.6% | 29,984 | $10.99 M | 2025 Q2 | |
| 1.33% | Reduce -0.7% | 24,677 | $9.05 M | 2025 Q2 | |
| 0.04% | Reduce -87.5% | 13,133 | $4.82 M | 2025 Q2 | |
| 0.07% | New Buy | 12,454 | $4.57 M | 2025 Q2 | |
| 0.05% | New Buy | 10,363 | $3.8 M | 2025 Q2 | |
| 0.00% | Add 6.8% | 3,582 | $1.31 M | 2025 Q2 | |
| 0.10% | Reduce -0.1% | 2,916 | $1.07 M | 2025 Q2 | |
| 0.00% | Reduce -96.6% | 581 | $235,235 | 2025 Q3 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 15 of 15 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
                                            
                                            $3.64 B
                                        
                                        
                                            
                                            $337.31 M
                                        
                                        
                                            
                                            $56.53 M
                                        
                                        
                                            
                                            $30.57 M
                                        
                                        
                                            
                                            $18.31 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$103.2 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$168.42 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        