Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.35% | Add 1.3% | 717,230 | $159.13 M | 2025 Q2 | |
| 0.04% | Reduce -4.1% | 439,696 | $97.56 M | 2025 Q2 | |
| 0.03% | Reduce -37.5% | 105,201 | $23.34 M | 2025 Q2 | |
| 0.09% | Add 131.1% | 67,398 | $14.95 M | 2025 Q2 | |
| 1.35% | Add 8.8% | 41,550 | $9.22 M | 2025 Q2 | |
| 0.11% | New Buy | 31,880 | $7.07 M | 2025 Q2 | |
| 0.08% | New Buy | 30,000 | $6.66 M | 2025 Q2 | |
| 0.01% | New Buy | 24,555 | $5.45 M | 2025 Q2 | |
| 0.04% | Add 148.7% | 24,012 | $5.33 M | 2025 Q2 | |
| 0.02% | Add 2.6% | 7,000 | $1.55 M | 2025 Q2 | |
| 0.00% | Add 5.4% | 5,351 | $1.19 M | 2025 Q2 | |
| 0.01% | Add 0.7% | 3,443 | $763,963 | 2025 Q2 | |
| 0.00% | New Buy | 1,068 | $236,957 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $159.13 M
                                        
                                        
                                            
                                            $97.56 M
                                        
                                        
                                            
                                            $23.34 M
                                        
                                        
                                            
                                            $14.95 M
                                        
                                        
                                            
                                            $9.22 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$33.93 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$18.13 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                11
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        