Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 11.53% | 8,847,564 | $1.18 B | 2025 Q2 | ||
| 4.94% | Add 9.6% | 5,221,769 | $694.65 M | 2025 Q2 | |
| 1.63% | 1,451,800 | $193.13 M | 2025 Q2 | ||
| 0.48% | Reduce -1.7% | 363,690 | $48.38 M | 2025 Q2 | |
| 0.57% | Add 131.7% | 343,185 | $45.65 M | 2025 Q2 | |
| 4.06% | Add 4.4% | 316,243 | $42.07 M | 2025 Q2 | |
| 0.46% | Add 9.9% | 302,109 | $40.19 M | 2025 Q2 | |
| 0.47% | New Buy | 279,200 | $37.14 M | 2025 Q2 | |
| 0.06% | Reduce -64.8% | 214,711 | $28.56 M | 2025 Q2 | |
| 0.05% | 87,688 | $11.67 M | 2025 Q2 | ||
| 0.04% | Add 14.2% | 50,139 | $6.67 M | 2025 Q2 | |
| 0.04% | Add 828.7% | 38,886 | $5.17 M | 2025 Q2 | |
| 0.14% | 20,000 | $2.66 M | 2025 Q2 | ||
| 0.00% | Reduce -95.5% | 12,361 | $1.64 M | 2025 Q2 | |
| 0.00% | Reduce -18.6% | 3,624 | $482,101 | 2025 Q2 | |
| 0.01% | Reduce -40.7% | 3,178 | $422,769 | 2025 Q2 | |
| 0.00% | Add 12.7% | 2,132 | $283,706 | 2025 Q2 | 
                                        
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                                Showing 1 to 17 of 17 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $1.18 B
                                        
                                        
                                            
                                            $694.65 M
                                        
                                        
                                            
                                            $193.13 M
                                        
                                        
                                            
                                            $48.38 M
                                        
                                        
                                            
                                            $45.65 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$134.88 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$89.06 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        