Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.80% | Add 38.9% | 1,936,082 | $406.56 M | 2025 Q2 | |
| 2.59% | New Buy | 690,500 | $145 M | 2025 Q2 | |
| 0.04% | New Buy | 125,600 | $26.37 M | 2025 Q2 | |
| 0.01% | Add 1770.7% | 27,088 | $5.69 M | 2025 Q2 | |
| 0.03% | New Buy | 20,385 | $4.28 M | 2025 Q2 | |
| 0.02% | New Buy | 7,007 | $1.47 M | 2025 Q2 | 
                                        
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                                Showing 1 to 6 of 6 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $406.56 M
                                        
                                        
                                            
                                            $145 M
                                        
                                        
                                            
                                            $26.37 M
                                        
                                        
                                            
                                            $5.69 M
                                        
                                        
                                            
                                            $4.28 M
                                        
                            Top 5 by Conviction
                                            
                                            2.59%
                                        
                                        
                                            
                                            0.80%
                                        
                                        
                                            
                                            0.04%
                                        
                                        
                                            
                                            0.03%
                                        
                                        
                                            
                                            0.02%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$296.26 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$28.01 M
                                Total Sell Value
                                
                                        Reductions:
                                        0
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                        