Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 5.88% | Add 1.0% | 3,030,578 | $807.16 M | 2025 Q2 | |
| 1.60% | Add 1.8% | 1,996,049 | $531.63 M | 2025 Q2 | |
| 0.11% | Reduce -28.6% | 70,940 | $18.89 M | 2025 Q2 | |
| 0.02% | Reduce -84.7% | 53,800 | $14.33 M | 2025 Q2 | |
| 0.13% | New Buy | 33,004 | $8.79 M | 2025 Q2 | |
| 0.03% | Reduce -17.0% | 14,974 | $3.99 M | 2025 Q2 | |
| 0.00% | Add 86.1% | 6,400 | $1.7 M | 2025 Q2 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $807.16 M
                                        
                                        
                                            
                                            $531.63 M
                                        
                                        
                                            
                                            $18.89 M
                                        
                                        
                                            
                                            $14.33 M
                                        
                                        
                                            
                                            $8.79 M
                                        
                            Top 5 by Conviction
                                            
                                            5.88%
                                        
                                        
                                            
                                            1.60%
                                        
                                        
                                            
                                            0.13%
                                        
                                        
                                            
                                            0.11%
                                        
                                        
                                            
                                            0.03%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$26.74 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$87.66 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        