Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 5.39% | Add 1.4% | 7,125,000 | $153.4 M | 2025 Q2 | |
| 1.72% | Reduce -34.1% | 5,308,038 | $114.28 M | 2025 Q2 | |
| 0.17% | Add 18.2% | 790,094 | $17.01 M | 2025 Q2 | |
| 0.12% | Reduce -5.1% | 562,074 | $12.1 M | 2025 Q2 | |
| 0.11% | New Buy | 407,413 | $8.77 M | 2025 Q2 | |
| 0.00% | Reduce -82.0% | 115,900 | $2.5 M | 2025 Q2 | |
| 0.02% | New Buy | 71,700 | $1.54 M | 2025 Q2 | |
| 0.01% | Reduce -46.7% | 30,000 | $645,900 | 2025 Q2 | |
| 0.00% | New Buy | 13,603 | $292,873 | 2025 Q2 |
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Showing 1 to 9 of 9 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$153.4 M
$114.28 M
$17.01 M
$12.1 M
$8.77 M
Top 5 by Conviction
5.39%
1.72%
0.17%
0.12%
0.11%
Recent Activity Breakdown(2025 Q2)
+$15.38 M
Total Buy Value
New Buys:
3
Additions:
2
-$77.99 M
Total Sell Value
Reductions:
4
Sold Out:
1
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
5
Net Buyers
5