Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.50% | Reduce -5.0% | 8,272,472 | $1.26 B | 2025 Q2 | |
| 3.01% | Reduce -3.8% | 6,554,431 | $1 B | 2025 Q2 | |
| 1.41% | Add 667.8% | 2,282,539 | $348.66 M | 2025 Q2 | |
| 1.52% | Add 1.2% | 1,010,469 | $154.35 M | 2025 Q2 | |
| 0.18% | Add 336.0% | 883,190 | $134.91 M | 2025 Q2 | |
| 0.79% | 610,800 | $93.3 M | 2025 Q2 | ||
| 0.18% | New Buy | 583,763 | $89.17 M | 2025 Q2 | |
| 0.12% | Add 4.5% | 246,313 | $37.62 M | 2025 Q2 | |
| 3.47% | Reduce -44.2% | 244,713 | $37.38 M | 2025 Q2 | |
| 0.17% | Add 87.3% | 184,346 | $28.16 M | 2025 Q2 | |
| 0.35% | Reduce -43.8% | 147,340 | $27.32 M | 2025 Q3 | |
| 0.12% | Add 113.1% | 90,301 | $13.79 M | 2025 Q2 | |
| 0.13% | Reduce -0.2% | 86,582 | $13.23 M | 2025 Q2 | |
| 0.60% | 73,400 | $11.2 M | 2025 Q2 | ||
| 1.62% | Reduce -0.3% | 72,136 | $11.02 M | 2025 Q2 | |
| 1.70% | Reduce -20.5% | 48,500 | $8.99 M | 2025 Q3 | |
| 0.05% | 31,163 | $4.76 M | 2025 Q2 | ||
| 0.03% | Reduce -1.6% | 19,302 | $2.95 M | 2025 Q2 | 
                                        
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                                Showing 1 to 18 of 18 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $1.26 B
                                        
                                        
                                            
                                            $1 B
                                        
                                        
                                            
                                            $348.66 M
                                        
                                        
                                            
                                            $154.35 M
                                        
                                        
                                            
                                            $134.91 M
                                        
                            Top 5 by Conviction
                                            
                                            3.47%
                                        
                                        
                                            
                                            3.01%
                                        
                                        
                                            
                                            1.70%
                                        
                                        
                                            
                                            1.62%
                                        
                                        
                                            
                                            1.52%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$520.18 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$274.15 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        