Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.24% | Add 6.5% | 4,076,667 | $996.66 M | 2025 Q2 | |
| 2.16% | Reduce -29.1% | 1,652,734 | $404.06 M | 2025 Q2 | |
| 1.10% | Add 12.3% | 1,388,446 | $339.45 M | 2025 Q2 | |
| 0.15% | Add 199.7% | 458,200 | $112.02 M | 2025 Q2 | |
| 0.21% | Add 194.9% | 436,798 | $106.79 M | 2025 Q2 | |
| 0.09% | Reduce -6.6% | 77,860 | $19.04 M | 2025 Q2 | |
| 0.07% | Add 534.6% | 48,664 | $11.9 M | 2025 Q2 | |
| 0.03% | Add 1.3% | 47,394 | $11.59 M | 2025 Q2 | |
| 0.06% | Reduce -39.6% | 20,000 | $4.89 M | 2025 Q2 | |
| 0.02% | Reduce -52.7% | 5,293 | $1.38 M | 2025 Q3 | |
| 0.01% | Reduce -0.7% | 4,000 | $977,920 | 2025 Q2 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $996.66 M
                                        
                                        
                                            
                                            $404.06 M
                                        
                                        
                                            
                                            $339.45 M
                                        
                                        
                                            
                                            $112.02 M
                                        
                                        
                                            
                                            $106.79 M
                                        
                            Top 5 by Conviction
                                            
                                            3.24%
                                        
                                        
                                            
                                            2.16%
                                        
                                        
                                            
                                            1.10%
                                        
                                        
                                            
                                            0.21%
                                        
                                        
                                            
                                            0.15%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$252.99 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$223.74 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        