Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.86% | Add 2.7% | 695,184 | $83.6 M | 2025 Q2 | |
| 0.51% | New Buy | 339,512 | $40.83 M | 2025 Q2 | |
| 0.50% | New Buy | 330,306 | $39.72 M | 2025 Q2 | |
| 0.08% | Add 581.6% | 326,731 | $39.29 M | 2025 Q2 | |
| 0.04% | Add 780.0% | 259,600 | $31.22 M | 2025 Q2 | |
| 0.81% | Add 29.3% | 241,387 | $29.03 M | 2025 Q2 | |
| 0.11% | Reduce -9.4% | 89,864 | $10.81 M | 2025 Q2 | |
| 0.02% | Reduce -16.4% | 63,923 | $7.69 M | 2025 Q2 | |
| 0.03% | New Buy | 25,720 | $3.09 M | 2025 Q2 | |
| 0.01% | Add 11.2% | 9,757 | $1.17 M | 2025 Q2 | |
| 0.01% | 7,250 | $871,885 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $83.6 M
                                        
                                        
                                            
                                            $40.83 M
                                        
                                        
                                            
                                            $39.72 M
                                        
                                        
                                            
                                            $39.29 M
                                        
                                        
                                            
                                            $31.22 M
                                        
                            Top 5 by Conviction
                                            
                                            0.86%
                                        
                                        
                                            
                                            0.81%
                                        
                                        
                                            
                                            0.51%
                                        
                                        
                                            
                                            0.50%
                                        
                                        
                                            
                                            0.11%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$153.73 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$8.03 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        