Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.15% | Add 18.8% | 6,961,938 | $467.91 M | 2025 Q2 | |
| 2.34% | Add 0.6% | 2,431,244 | $163.4 M | 2025 Q2 | |
| 3.82% | Add 0.9% | 1,655,930 | $111.3 M | 2025 Q2 | |
| 2.35% | Reduce -19.4% | 649,400 | $43.65 M | 2025 Q2 | |
| 0.05% | Add 721.9% | 554,800 | $37.29 M | 2025 Q2 | |
| 0.42% | Reduce -1.1% | 552,977 | $37.17 M | 2025 Q2 | |
| 0.07% | Add 313.5% | 493,398 | $33.16 M | 2025 Q2 | |
| 0.10% | Reduce -26.6% | 150,600 | $10.12 M | 2025 Q2 | |
| 0.06% | Reduce -11.5% | 141,846 | $9.53 M | 2025 Q2 | |
| 0.08% | 136,500 | $9.17 M | 2025 Q2 | ||
| 2.92% | Reduce -5.3% | 79,610 | $5.35 M | 2025 Q2 | |
| 0.01% | 6,280 | $422,079 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $467.91 M
                                        
                                        
                                            
                                            $163.4 M
                                        
                                        
                                            
                                            $111.3 M
                                        
                                        
                                            
                                            $43.65 M
                                        
                                        
                                            
                                            $37.29 M
                                        
                            Top 5 by Conviction
                                            
                                            3.82%
                                        
                                        
                                            
                                            2.92%
                                        
                                        
                                            
                                            2.35%
                                        
                                        
                                            
                                            2.34%
                                        
                                        
                                            
                                            2.15%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$134 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$22.26 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        