Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 13.51% | 2,444,678 | $825.86 M | 2025 Q2 | ||
| 0.45% | Add 9.3% | 411,339 | $138.96 M | 2025 Q2 | |
| 3.77% | 317,602 | $107.29 M | 2025 Q2 | ||
| 0.09% | Add 2.8% | 129,130 | $43.62 M | 2025 Q2 | |
| 0.03% | Reduce -23.8% | 44,859 | $15.15 M | 2025 Q2 | |
| 0.06% | Add 334.5% | 30,430 | $10.28 M | 2025 Q2 | |
| 0.02% | 2,716 | $917,519 | 2025 Q2 | ||
| 0.16% | New Buy | 2,100 | $709,422 | 2025 Q2 | |
| 0.00% | Add 52.5% | 1,879 | $634,764 | 2025 Q2 | |
| 0.00% | New Buy | 1,653 | $558,416 | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $825.86 M
                                        
                                        
                                            
                                            $138.96 M
                                        
                                        
                                            
                                            $107.29 M
                                        
                                        
                                            
                                            $43.62 M
                                        
                                        
                                            
                                            $15.15 M
                                        
                            Top 5 by Conviction
                                            
                                            13.51%
                                        
                                        
                                            
                                            3.77%
                                        
                                        
                                            
                                            0.45%
                                        
                                        
                                            
                                            0.16%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$22.36 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$116.84 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        