Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.82% | Add 30.5% | 1,168,078 | $111.45 M | 2025 Q2 | |
| 0.13% | Reduce -6.2% | 1,021,860 | $97.5 M | 2025 Q2 | |
| 0.17% | Add 15.4% | 379,781 | $36.23 M | 2025 Q2 | |
| 0.70% | New Buy | 300,615 | $28.68 M | 2025 Q2 | |
| 0.08% | Add 133.6% | 148,213 | $14.14 M | 2025 Q2 | |
| 0.05% | Reduce -8.4% | 60,000 | $5.72 M | 2025 Q2 | |
| 1.33% | Add 10.6% | 49,065 | $4.68 M | 2025 Q2 | |
| 0.01% | 9,351 | $892,179 | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $111.45 M
                                        
                                        
                                            
                                            $97.5 M
                                        
                                        
                                            
                                            $36.23 M
                                        
                                        
                                            
                                            $28.68 M
                                        
                                        
                                            
                                            $14.14 M
                                        
                            Top 5 by Conviction
                                            
                                            1.33%
                                        
                                        
                                            
                                            0.82%
                                        
                                        
                                            
                                            0.70%
                                        
                                        
                                            
                                            0.17%
                                        
                                        
                                            
                                            0.13%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$68.09 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$41.9 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        