Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.54% | Reduce -13.0% | 7,000,000 | $228.48 M | 2025 Q2 | |
| 0.04% | Reduce -12.4% | 3,433,935 | $112.08 M | 2025 Q2 | |
| 0.96% | Add 3.2% | 1,854,381 | $60.53 M | 2025 Q2 | |
| 0.06% | Reduce -61.5% | 938,560 | $30.63 M | 2025 Q2 | |
| 0.03% | New Buy | 806,000 | $26.31 M | 2025 Q2 | |
| 0.04% | Reduce -39.1% | 415,757 | $13.57 M | 2025 Q2 | |
| 0.03% | 344,309 | $11.24 M | 2025 Q2 | ||
| 0.06% | Reduce -0.6% | 343,487 | $11.21 M | 2025 Q2 | |
| 2.08% | Add 0.0% | 203,896 | $6.66 M | 2025 Q2 | |
| 0.05% | Reduce -9.3% | 109,597 | $3.91 M | 2025 Q3 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $228.48 M
                                        
                                        
                                            
                                            $112.08 M
                                        
                                        
                                            
                                            $60.53 M
                                        
                                        
                                            
                                            $30.63 M
                                        
                                        
                                            
                                            $26.31 M
                                        
                            Top 5 by Conviction
                                            
                                            3.54%
                                        
                                        
                                            
                                            2.08%
                                        
                                        
                                            
                                            0.96%
                                        
                                        
                                            
                                            0.06%
                                        
                                        
                                            
                                            0.06%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$32.12 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$271.22 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        