Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.85% | Reduce -16.1% | 513,532 | $1.34 B | 2025 Q2 | |
| 7.65% | Reduce -13.3% | 460,172 | $1.2 B | 2025 Q2 | |
| 0.08% | Reduce -6.2% | 77,322 | $202.09 M | 2025 Q2 | |
| 3.45% | 53,725 | $140.42 M | 2025 Q2 | ||
| 0.17% | Add 18610.2% | 47,711 | $124.7 M | 2025 Q2 | |
| 0.87% | Reduce -1.7% | 27,242 | $68.14 M | 2025 Q3 | |
| 0.48% | Reduce -11.0% | 25,286 | $66.09 M | 2025 Q2 | |
| 0.69% | Reduce -7.6% | 17,492 | $45.72 M | 2025 Q2 | |
| 0.19% | New Buy | 4,525 | $11.83 M | 2025 Q2 | |
| 0.02% | New Buy | 3,170 | $8.29 M | 2025 Q2 | |
| 1.36% | New Buy | 3,000 | $7.84 M | 2025 Q2 | |
| 0.02% | Add 16.3% | 1,980 | $5.17 M | 2025 Q2 | |
| 0.02% | Reduce -2.9% | 984 | $2.57 M | 2025 Q2 | |
| 0.00% | Add 21.4% | 170 | $444,317 | 2025 Q2 | |
| 0.00% | New Buy | 127 | $331,931 | 2025 Q2 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.34 B
                                        
                                        
                                            
                                            $1.2 B
                                        
                                        
                                            
                                            $202.09 M
                                        
                                        
                                            
                                            $140.42 M
                                        
                                        
                                            
                                            $124.7 M
                                        
                            Top 5 by Conviction
                                            
                                            7.65%
                                        
                                        
                                            
                                            3.85%
                                        
                                        
                                            
                                            3.45%
                                        
                                        
                                            
                                            1.36%
                                        
                                        
                            Recent Activity Breakdown(2025 Q2)
+$153.13 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$723.62 M
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        