Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 5.97% | Reduce -19.9% | 3,311,297 | $138.94 M | 2025 Q2 | |
| 0.63% | Reduce -6.3% | 1,455,884 | $61.09 M | 2025 Q2 | |
| 0.14% | Add 77.8% | 572,737 | $24.03 M | 2025 Q2 | |
| 0.07% | Reduce -6.8% | 174,115 | $7.31 M | 2025 Q2 | |
| 0.00% | Reduce -89.1% | 67,600 | $2.84 M | 2025 Q2 | |
| 0.01% | Add 129.3% | 62,077 | $2.6 M | 2025 Q2 | |
| 0.00% | New Buy | 8,938 | $375,038 | 2025 Q2 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $138.94 M
                                        
                                        
                                            
                                            $61.09 M
                                        
                                        
                                            
                                            $24.03 M
                                        
                                        
                                            
                                            $7.31 M
                                        
                                        
                                            
                                            $2.84 M
                                        
                            Top 5 by Conviction
                                            
                                            5.97%
                                        
                                        
                                            
                                            0.63%
                                        
                                        
                                            
                                            0.14%
                                        
                                        
                                            
                                            0.07%
                                        
                                        
                                            
                                            0.01%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$12.36 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$62.76 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        