Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.30% | Add 265.2% | 7,048,993 | $779.69 M | 2025 Q2 | |
| 0.81% | Add 86.7% | 2,523,594 | $279.13 M | 2025 Q2 | |
| 5.47% | Reduce -1.5% | 2,157,127 | $238.6 M | 2025 Q2 | |
| 0.08% | Reduce -45.1% | 515,833 | $57.06 M | 2025 Q2 | |
| 0.11% | Add 304.2% | 238,744 | $26.41 M | 2025 Q2 | |
| 0.08% | Reduce -21.4% | 233,105 | $25.78 M | 2025 Q2 | |
| 0.24% | New Buy | 89,900 | $9.94 M | 2025 Q2 | |
| 0.06% | Reduce -41.9% | 36,902 | $4.71 M | 2025 Q3 | |
| 0.00% | Reduce -51.5% | 33,414 | $3.7 M | 2025 Q2 | |
| 0.03% | Reduce -0.1% | 31,602 | $3.5 M | 2025 Q2 | |
| 1.24% | Reduce -0.5% | 10,605 | $1.34 M | 2025 Q3 | |
| 0.00% | Reduce -97.1% | 10,641 | $1.18 M | 2025 Q2 | |
| 0.01% | Reduce -76.5% | 8,851 | $979,009 | 2025 Q2 | |
| 0.00% | Reduce -1.0% | 5,446 | $602,382 | 2025 Q2 | |
| 0.01% | Add 0.0% | 5,308 | $587,118 | 2025 Q2 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $779.69 M
                                        
                                        
                                            
                                            $279.13 M
                                        
                                        
                                            
                                            $238.6 M
                                        
                                        
                                            
                                            $57.06 M
                                        
                                        
                                            
                                            $26.41 M
                                        
                            Top 5 by Conviction
                                            
                                            5.47%
                                        
                                        
                                            
                                            1.24%
                                        
                                        
                                            
                                            0.81%
                                        
                                        
                                            
                                            0.30%
                                        
                                        
                                            
                                            0.24%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$729.71 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$104.42 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        