Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.43% | Reduce -5.6% | 1,239,277 | $310.86 M | 2025 Q2 | |
| 2.94% | Reduce -5.7% | 754,454 | $230.42 M | 2025 Q3 | |
| 1.36% | Add 16.7% | 350,000 | $87.79 M | 2025 Q2 | |
| 0.28% | Add 31.1% | 150,329 | $37.71 M | 2025 Q2 | |
| 0.15% | Reduce -0.3% | 61,872 | $15.52 M | 2025 Q2 | |
| 0.07% | New Buy | 23,710 | $5.95 M | 2025 Q2 | |
| 0.04% | Reduce -43.3% | 23,628 | $5.93 M | 2025 Q2 | |
| 0.05% | 16,050 | $4.03 M | 2025 Q2 | ||
| 0.73% | Reduce -49.6% | 12,600 | $3.85 M | 2025 Q3 | |
| 0.01% | New Buy | 15,057 | $3.78 M | 2025 Q2 | |
| 0.00% | Reduce -8.5% | 2,662 | $667,935 | 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
                                            
                                            $310.86 M
                                        
                                        
                                            
                                            $230.42 M
                                        
                                        
                                            
                                            $87.79 M
                                        
                                        
                                            
                                            $37.71 M
                                        
                                        
                                            
                                            $15.52 M
                                        
                            Top 5 by Conviction
                                            
                                            1.43%
                                        
                                        
                                            
                                            1.36%
                                        
                                        
                                            
                                            0.73%
                                        
                                        
                                            
                                            0.28%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$77.95 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$33.81 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        