Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.85% | Reduce -4.4% | 1,749,757 | $447.55 M | 2025 Q2 | |
| 2.91% | Reduce -3.1% | 1,004,090 | $256.83 M | 2025 Q2 | |
| 0.35% | Add 35.5% | 416,772 | $106.6 M | 2025 Q2 | |
| 0.55% | Reduce -2.4% | 137,057 | $35.06 M | 2025 Q2 | |
| 0.01% | Add 20.7% | 25,089 | $6.42 M | 2025 Q2 | |
| 0.04% | Reduce -25.3% | 24,086 | $6.16 M | 2025 Q2 | |
| 1.10% | Reduce -30.4% | 19,500 | $5.82 M | 2025 Q3 | |
| 0.02% | Add 635.5% | 9,760 | $2.5 M | 2025 Q2 | |
| 0.00% | Reduce -86.2% | 1,620 | $414,364 | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $447.55 M
                                        
                                        
                                            
                                            $256.83 M
                                        
                                        
                                            
                                            $106.6 M
                                        
                                        
                                            
                                            $35.06 M
                                        
                                        
                                            
                                            $6.42 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$32.62 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$35.04 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        