Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.64% | Add 171.7% | 3,125,432 | $913.16 M | 2025 Q2 | |
| 0.51% | New Buy | 897,266 | $262.15 M | 2025 Q2 | |
| 0.20% | 334,900 | $97.85 M | 2025 Q2 | ||
| 0.03% | Reduce -0.5% | 290,301 | $84.82 M | 2025 Q2 | |
| 0.15% | New Buy | 235,681 | $68.86 M | 2025 Q2 | |
| 0.04% | Reduce -49.3% | 91,155 | $26.63 M | 2025 Q2 | |
| 0.07% | Add 56.7% | 41,664 | $12.17 M | 2025 Q2 | |
| 0.05% | Reduce -25.0% | 40,448 | $11.82 M | 2025 Q2 | |
| 0.07% | Add 322.7% | 28,720 | $8.39 M | 2025 Q2 | |
| 0.05% | Add 34.9% | 17,976 | $5.25 M | 2025 Q2 | |
| 0.44% | Reduce -9.5% | 10,234 | $2.99 M | 2025 Q2 | |
| 0.00% | Add 4.8% | 4,212 | $1.23 M | 2025 Q2 | |
| 0.01% | 4,046 | $1.18 M | 2025 Q2 | ||
| 0.01% | Add 98.6% | 2,967 | $866,868 | 2025 Q2 | |
| 0.00% | New Buy | 1,349 | $394,137 | 2025 Q2 | |
| 0.00% | 705 | $205,980 | 2025 Q2 | ||
| 0.00% | New Buy | 159 | $48,319 | 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
                                            
                                            $913.16 M
                                        
                                        
                                            
                                            $262.15 M
                                        
                                        
                                            
                                            $97.85 M
                                        
                                        
                                            
                                            $84.82 M
                                        
                                        
                                            
                                            $68.86 M
                                        
                            Top 5 by Conviction
                                            
                                            2.64%
                                        
                                        
                                            
                                            0.51%
                                        
                                        
                                            
                                            0.44%
                                        
                                        
                                            
                                            0.20%
                                        
                                        
                                            
                                            0.15%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$921.1 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$30.63 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                9
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        