Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.92% | Reduce -6.0% | 1,975,000 | $298.78 M | 2025 Q2 | |
| 2.39% | 885,266 | $133.92 M | 2025 Q2 | ||
| 0.56% | Reduce -4.6% | 311,116 | $47.07 M | 2025 Q2 | |
| 0.37% | Reduce -0.4% | 247,621 | $37.46 M | 2025 Q2 | |
| 0.53% | Reduce -25.5% | 219,457 | $33.2 M | 2025 Q2 | |
| 0.04% | 121,000 | $18.3 M | 2025 Q2 | ||
| 0.02% | Reduce -46.1% | 19,172 | $2.9 M | 2025 Q2 | |
| 0.11% | 14,086 | $2.13 M | 2025 Q2 | ||
| 0.01% | Add 373.0% | 12,933 | $1.96 M | 2025 Q2 | |
| 0.00% | New Buy | 1,667 | $252,183 | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $298.78 M
                                        
                                        
                                            
                                            $133.92 M
                                        
                                        
                                            
                                            $47.07 M
                                        
                                        
                                            
                                            $37.46 M
                                        
                                        
                                            
                                            $33.2 M
                                        
                            Top 5 by Conviction
                                            
                                            3.92%
                                        
                                        
                                            
                                            2.39%
                                        
                                        
                                            
                                            0.56%
                                        
                                        
                                            
                                            0.53%
                                        
                                        
                                            
                                            0.37%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$1.8 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$35.17 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                2
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        