Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.33% | Reduce -20.9% | 4,302,467 | $3.35 B | 2025 Q2 | |
| 3.46% | Add 13.2% | 1,511,160 | $1.18 B | 2025 Q2 | |
| 1.11% | Reduce -2.0% | 474,022 | $369.51 M | 2025 Q2 | |
| 0.94% | New Buy | 416,918 | $325 M | 2025 Q2 | |
| 2.81% | Add 0.2% | 365,327 | $284.78 M | 2025 Q2 | |
| 0.29% | Add 244.2% | 188,510 | $146.95 M | 2025 Q2 | |
| 1.93% | Add 6.2% | 100,675 | $78.48 M | 2025 Q2 | |
| 0.69% | New Buy | 58,901 | $45.92 M | 2025 Q2 | |
| 0.21% | Reduce -8.9% | 27,399 | $21.36 M | 2025 Q2 | |
| 0.23% | New Buy | 24,000 | $18.71 M | 2025 Q2 | |
| 0.05% | Add 35.9% | 8,128 | $6.34 M | 2025 Q2 | |
| 0.03% | Reduce -4.8% | 7,186 | $5.6 M | 2025 Q2 | |
| 0.04% | Reduce -3.6% | 4,106 | $3.2 M | 2025 Q2 | |
| 0.51% | 2,000 | $1.56 M | 2025 Q2 | ||
| 0.07% | Reduce -0.2% | 614 | $478,631 | 2025 Q2 | |
| 0.00% | Reduce -99.7% | 261 | $204,662 | 2025 Q2 | |
| 0.00% | New Buy | 55 | $41,965 | 2025 Q3 | 
                                        
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                                Showing 1 to 17 of 17 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $3.35 B
                                        
                                        
                                            
                                            $1.18 B
                                        
                                        
                                            
                                            $369.51 M
                                        
                                        
                                            
                                            $325 M
                                        
                                        
                                            
                                            $284.78 M
                                        
                            Top 5 by Conviction
                                            
                                            3.46%
                                        
                                        
                                            
                                            2.81%
                                        
                                        
                                            
                                            1.93%
                                        
                                        
                                            
                                            1.33%
                                        
                                        
                                            
                                            1.11%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$637.87 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$1.47 B
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        