Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 16.32% | Add 0.9% | 7,533,525 | $5.56 B | 2025 Q2 | |
| 1.86% | Reduce -1.5% | 6,356,667 | $4.69 B | 2025 Q2 | |
| 11.44% | Reduce -8.1% | 3,568,752 | $2.63 B | 2025 Q2 | |
| 4.83% | Reduce -6.0% | 3,332,941 | $2.46 B | 2025 Q2 | |
| 4.94% | Add 7.8% | 2,226,027 | $1.64 B | 2025 Q2 | |
| 8.32% | Reduce -4.6% | 2,107,814 | $1.56 B | 2025 Q2 | |
| 8.75% | Reduce -5.3% | 1,665,017 | $1.23 B | 2025 Q2 | |
| 2.77% | Reduce -13.4% | 1,306,041 | $963.98 M | 2025 Q2 | |
| 2.40% | Add 89.6% | 807,073 | $595.69 M | 2025 Q2 | |
| 8.21% | Reduce -0.7% | 777,005 | $573.5 M | 2025 Q2 | |
| 8.22% | Reduce -38.6% | 623,374 | $460.11 M | 2025 Q2 | |
| 4.58% | Reduce -27.3% | 400,000 | $295.24 M | 2025 Q2 | |
| 5.03% | Reduce -22.2% | 397,558 | $293.43 M | 2025 Q2 | |
| 4.77% | 394,755 | $291.36 M | 2025 Q2 | ||
| 8.07% | Add 1.2% | 318,902 | $235.38 M | 2025 Q2 | |
| 2.85% | Reduce -4.7% | 300,241 | $223.2 M | 2025 Q3 | |
| 1.57% | Reduce -30.3% | 290,500 | $214.42 M | 2025 Q2 | |
| 1.75% | Add 0.1% | 280,281 | $206.87 M | 2025 Q2 | |
| 0.57% | Reduce -81.9% | 265,499 | $195.96 M | 2025 Q2 | |
| 16.22% | Reduce -0.8% | 245,108 | $180.91 M | 2025 Q2 | 
                                        
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                                Showing 1 to 20 of 39 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $5.56 B
                                        
                                        
                                            
                                            $4.69 B
                                        
                                        
                                            
                                            $2.63 B
                                        
                                        
                                            
                                            $2.46 B
                                        
                                        
                                            
                                            $1.64 B
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$802.29 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        10
                                    
                                -$3.38 B
                                Total Sell Value
                                
                                        Reductions:
                                        26
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                29
                            Net Buyers
                                12
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        