Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.20% | Reduce -6.6% | 1,823,506 | $478.69 M | 2025 Q2 | |
| 0.33% | Reduce -1.3% | 383,986 | $100.8 M | 2025 Q2 | |
| 1.09% | Reduce -0.8% | 365,398 | $95.92 M | 2025 Q2 | |
| 1.99% | Reduce -6.6% | 141,175 | $37.06 M | 2025 Q2 | |
| 0.11% | Add 8.7% | 68,278 | $17.92 M | 2025 Q2 | |
| 0.04% | Reduce -29.1% | 19,000 | $4.99 M | 2025 Q2 | |
| 1.41% | Reduce -2.9% | 5,314 | $1.52 M | 2025 Q3 | |
| 0.00% | Reduce -84.7% | 2,771 | $727,415 | 2025 Q2 | |
| 0.00% | Reduce -9.2% | 1,660 | $435,858 | 2025 Q2 | |
| 0.01% | Reduce -84.6% | 1,429 | $410,209 | 2025 Q3 | |
| 0.04% | 950 | $249,384 | 2025 Q2 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $478.69 M
                                        
                                        
                                            
                                            $100.8 M
                                        
                                        
                                            
                                            $95.92 M
                                        
                                        
                                            
                                            $37.06 M
                                        
                                        
                                            
                                            $17.92 M
                                        
                            Top 5 by Conviction
                                            
                                            2.20%
                                        
                                        
                                            
                                            1.99%
                                        
                                        
                                            
                                            1.41%
                                        
                                        
                                            
                                            1.09%
                                        
                                        
                                            
                                            0.33%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$1.43 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$70.68 M
                                Total Sell Value
                                
                                        Reductions:
                                        9
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                1
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        