Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.26% | Add 36.2% | 1,708,183 | $248.46 M | 2025 Q2 | |
| 2.01% | Add 76.3% | 964,120 | $140.23 M | 2025 Q2 | |
| 0.15% | Add 840.9% | 535,792 | $77.93 M | 2025 Q2 | |
| 1.43% | 405,000 | $58.91 M | 2025 Q2 | ||
| 0.06% | Add 81.5% | 324,824 | $47.25 M | 2025 Q2 | |
| 0.17% | Reduce -1.6% | 261,613 | $38.05 M | 2025 Q2 | |
| 0.04% | Reduce -2.9% | 91,550 | $13.32 M | 2025 Q2 | |
| 0.07% | Reduce -40.0% | 37,825 | $5.5 M | 2025 Q2 | |
| 0.02% | 5,000 | $727,250 | 2025 Q2 | ||
| 0.01% | 4,301 | $625,580 | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $248.46 M
                                        
                                        
                                            
                                            $140.23 M
                                        
                                        
                                            
                                            $77.93 M
                                        
                                        
                                            
                                            $58.91 M
                                        
                                        
                                            
                                            $47.25 M
                                        
                            Top 5 by Conviction
                                            
                                            4.26%
                                        
                                        
                                            
                                            2.01%
                                        
                                        
                                            
                                            1.43%
                                        
                                        
                                            
                                            0.17%
                                        
                                        
                                            
                                            0.15%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$217.56 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$5.01 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        