Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.67% | Reduce -0.9% | 9,732,218 | $848.36 M | 2025 Q2 | |
| 2.51% | Add 5.6% | 8,855,291 | $771.92 M | 2025 Q2 | |
| 1.68% | Reduce -4.8% | 5,931,921 | $517.09 M | 2025 Q2 | |
| 1.18% | Reduce -4.8% | 2,934,492 | $255.8 M | 2025 Q2 | |
| 0.39% | Reduce -15.4% | 455,290 | $39.69 M | 2025 Q2 | |
| 0.05% | New Buy | 432,541 | $37.7 M | 2025 Q2 | |
| 0.05% | Add 1610.4% | 320,665 | $27.95 M | 2025 Q2 | |
| 0.01% | Reduce -70.0% | 274,066 | $23.89 M | 2025 Q2 | |
| 0.13% | Add 76.3% | 257,881 | $22.48 M | 2025 Q2 | |
| 0.07% | Add 19.2% | 202,166 | $17.62 M | 2025 Q2 | |
| 1.80% | Reduce -0.4% | 140,586 | $12.25 M | 2025 Q2 | |
| 0.14% | Reduce -49.2% | 116,674 | $11.11 M | 2025 Q3 | |
| 1.56% | Add 3.6% | 87,000 | $8.29 M | 2025 Q3 | |
| 0.02% | Reduce -60.0% | 67,623 | $5.89 M | 2025 Q2 | |
| 0.00% | Reduce -65.8% | 6,177 | $538,449 | 2025 Q2 | |
| 0.18% | Add 8.3% | 3,802 | $331,420 | 2025 Q2 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $848.36 M
                                        
                                        
                                            
                                            $771.92 M
                                        
                                        
                                            
                                            $517.09 M
                                        
                                        
                                            
                                            $255.8 M
                                        
                                        
                                            
                                            $39.69 M
                                        
                            Top 5 by Conviction
                                            
                                            2.51%
                                        
                                        
                                            
                                            1.80%
                                        
                                        
                                            
                                            1.68%
                                        
                                        
                                            
                                            1.67%
                                        
                                        
                                            
                                            1.56%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$117.51 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$122.77 M
                                Total Sell Value
                                
                                        Reductions:
                                        9
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        