Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.19% | Reduce -20.7% | 1,889,287 | $185.87 M | 2025 Q2 | |
| 1.78% | Add 28.6% | 1,440,391 | $141.71 M | 2025 Q2 | |
| 0.29% | Add 88.8% | 1,369,070 | $134.69 M | 2025 Q2 | |
| 1.78% | Add 337.0% | 745,610 | $73.35 M | 2025 Q2 | |
| 2.65% | Reduce -5.7% | 500,500 | $49.24 M | 2025 Q2 | |
| 0.11% | Add 16.6% | 383,835 | $37.76 M | 2025 Q2 | |
| 0.13% | Reduce -5.7% | 132,274 | $13.01 M | 2025 Q2 | |
| 0.09% | Reduce -13.0% | 74,613 | $7.34 M | 2025 Q2 | |
| 0.02% | Add 37.6% | 42,733 | $4.2 M | 2025 Q2 | |
| 0.01% | 7,886 | $775,825 | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $185.87 M
                                        
                                        
                                            
                                            $141.71 M
                                        
                                        
                                            
                                            $134.69 M
                                        
                                        
                                            
                                            $73.35 M
                                        
                                        
                                            
                                            $49.24 M
                                        
                            Top 5 by Conviction
                                            
                                            3.19%
                                        
                                        
                                            
                                            2.65%
                                        
                                        
                                            
                                            1.78%
                                        
                                        
                                            
                                            1.78%
                                        
                                        
                                            
                                            0.29%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$157.98 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$53.45 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        