Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.79% | Add 122.1% | 5,441,094 | $400.19 M | 2025 Q2 | |
| 4.33% | Add 1.2% | 4,111,527 | $302.4 M | 2025 Q2 | |
| 3.50% | 3,750,000 | $275.81 M | 2025 Q2 | ||
| 0.72% | New Buy | 622,703 | $45.8 M | 2025 Q2 | |
| 0.05% | Reduce -22.5% | 487,827 | $35.88 M | 2025 Q2 | |
| 0.06% | Reduce -61.4% | 432,338 | $31.8 M | 2025 Q2 | |
| 1.45% | Add 19.1% | 125,000 | $7.69 M | 2025 Q3 | |
| 0.07% | Reduce -1.3% | 97,576 | $7.18 M | 2025 Q2 | |
| 0.04% | Add 250.1% | 94,377 | $6.94 M | 2025 Q2 | |
| 3.00% | Reduce -7.5% | 74,680 | $5.49 M | 2025 Q2 | |
| 0.03% | Reduce -27.3% | 41,830 | $2.57 M | 2025 Q3 | |
| 0.04% | Reduce -2.6% | 3,375 | $248,231 | 2025 Q2 | |
| 0.00% | 3,050 | $224,328 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $400.19 M
                                        
                                        
                                            
                                            $302.4 M
                                        
                                        
                                            
                                            $275.81 M
                                        
                                        
                                            
                                            $45.8 M
                                        
                                        
                                            
                                            $35.88 M
                                        
                            Top 5 by Conviction
                                            
                                            4.33%
                                        
                                        
                                            
                                            3.50%
                                        
                                        
                                            
                                            3.00%
                                        
                                        
                                            
                                            1.45%
                                        
                                        
                                            
                                            0.79%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$277.44 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$65.88 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        