Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.96% | Reduce -0.1% | 371,131 | $741.28 M | 2025 Q2 | |
| 15.19% | Reduce -2.9% | 151,432 | $302.46 M | 2025 Q2 | |
| 2.99% | Add 0.7% | 43,696 | $87.28 M | 2025 Q2 | |
| 0.07% | Reduce -10.4% | 25,011 | $49.96 M | 2025 Q2 | |
| 0.17% | Reduce -1.6% | 8,143 | $16.26 M | 2025 Q2 | |
| 0.06% | Reduce -3.2% | 2,416 | $4.82 M | 2025 Q2 | |
| 0.02% | Reduce -5.3% | 1,496 | $2.99 M | 2025 Q2 | |
| 0.00% | New Buy | 253 | $505,332 | 2025 Q2 | |
| 0.00% | New Buy | 185 | $371,409 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $741.28 M
                                        
                                        
                                            
                                            $302.46 M
                                        
                                        
                                            
                                            $87.28 M
                                        
                                        
                                            
                                            $49.96 M
                                        
                                        
                                            
                                            $16.26 M
                                        
                            Top 5 by Conviction
                                            
                                            15.19%
                                        
                                        
                                            
                                            3.96%
                                        
                                        
                                            
                                            2.99%
                                        
                                        
                                            
                                            0.17%
                                        
                                        
                                            
                                            0.07%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$1.46 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$18.4 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        