Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.87% | Reduce -14.0% | 2,772,454 | $2.18 B | 2025 Q2 | |
| 4.33% | Reduce -45.0% | 771,666 | $607.79 M | 2025 Q2 | |
| 1.26% | Add 102.9% | 368,540 | $290.27 M | 2025 Q2 | |
| 0.46% | Reduce -45.9% | 298,992 | $235.5 M | 2025 Q2 | |
| 0.49% | Add 1970.7% | 74,067 | $58.34 M | 2025 Q2 | |
| 0.19% | New Buy | 58,838 | $46.34 M | 2025 Q2 | |
| 0.04% | New Buy | 22,308 | $17.57 M | 2025 Q2 | |
| 0.09% | Reduce -27.1% | 15,099 | $11.89 M | 2025 Q2 | |
| 0.08% | Add 92.9% | 8,302 | $6.54 M | 2025 Q2 | |
| 0.04% | Add 505.0% | 7,949 | $6.26 M | 2025 Q2 | |
| 0.05% | Add 20.0% | 6,992 | $5.51 M | 2025 Q2 | |
| 0.02% | 2,720 | $2.14 M | 2025 Q2 | ||
| 0.03% | New Buy | 2,358 | $1.86 M | 2025 Q2 | |
| 0.00% | Reduce -17.4% | 1,638 | $1.29 M | 2025 Q2 | |
| 0.02% | New Buy | 262 | $206,235 | 2025 Q2 | |
| 0.00% | New Buy | 23 | $15,707 | 2025 Q3 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $2.18 B
                                        
                                        
                                            
                                            $607.79 M
                                        
                                        
                                            
                                            $290.27 M
                                        
                                        
                                            
                                            $235.5 M
                                        
                                        
                                            
                                            $58.34 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$278.01 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$2.11 B
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                9
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        