Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.78% | New Buy | 8,000,000 | $179.2 M | 2025 Q2 | |
| 0.23% | Add 1946.6% | 7,592,590 | $170.07 M | 2025 Q2 | |
| 0.12% | Add 584.5% | 2,650,820 | $59.38 M | 2025 Q2 | |
| 0.10% | Reduce -28.2% | 1,429,102 | $32.01 M | 2025 Q2 | |
| 0.36% | Add 47.3% | 1,410,999 | $31.61 M | 2025 Q2 | |
| 0.01% | Reduce -81.6% | 286,658 | $6.42 M | 2025 Q2 | |
| 1.68% | Add 4.1% | 263,260 | $5.9 M | 2025 Q2 | |
| 0.05% | Add 47.2% | 252,021 | $5.65 M | 2025 Q2 | |
| 0.00% | Reduce -5.7% | 157,697 | $3.53 M | 2025 Q2 | |
| 0.00% | Reduce -92.2% | 27,511 | $616,246 | 2025 Q2 | |
| 0.07% | Reduce -2.1% | 22,507 | $504,157 | 2025 Q2 | |
| 0.00% | Add 10.5% | 14,681 | $328,854 | 2025 Q2 | |
| 0.00% | Add 12.3% | 13,737 | $307,709 | 2025 Q2 | |
| 0.00% | 12,326 | $276,102 | 2025 Q2 | 
                                        
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                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $179.2 M
                                        
                                        
                                            
                                            $170.07 M
                                        
                                        
                                            
                                            $59.38 M
                                        
                                        
                                            
                                            $32.01 M
                                        
                                        
                                            
                                            $31.61 M
                                        
                            Top 5 by Conviction
                                            
                                            2.78%
                                        
                                        
                                            
                                            1.68%
                                        
                                        
                                            
                                            0.36%
                                        
                                        
                                            
                                            0.23%
                                        
                                        
                                            
                                            0.12%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$403.93 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$48.81 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        