Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.28% | Add 57.3% | 973,931 | $212.94 M | 2025 Q2 | |
| 1.38% | Add 0.7% | 748,750 | $163.71 M | 2025 Q2 | |
| 0.07% | New Buy | 167,460 | $36.61 M | 2025 Q2 | |
| 0.41% | Add 5.5% | 156,787 | $34.28 M | 2025 Q2 | |
| 0.05% | New Buy | 96,609 | $21.12 M | 2025 Q2 | |
| 0.06% | Reduce -36.1% | 44,981 | $9.83 M | 2025 Q2 | |
| 1.08% | Reduce -0.6% | 33,764 | $7.38 M | 2025 Q2 | |
| 0.04% | Add 2.7% | 19,347 | $4.23 M | 2025 Q2 | |
| 0.00% | Reduce -20.8% | 1,718 | $375,644 | 2025 Q2 | |
| 0.00% | Reduce -5.2% | 1,374 | $300,411 | 2025 Q2 | |
| 0.00% | New Buy | 548 | $110,438 | 2025 Q3 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $212.94 M
                                        
                                        
                                            
                                            $163.71 M
                                        
                                        
                                            
                                            $36.61 M
                                        
                                        
                                            
                                            $34.28 M
                                        
                                        
                                            
                                            $21.12 M
                                        
                            Top 5 by Conviction
                                            
                                            1.38%
                                        
                                        
                                            
                                            1.08%
                                        
                                        
                                            
                                            0.41%
                                        
                                        
                                            
                                            0.28%
                                        
                                        
                                            
                                            0.07%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$138.39 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$7.8 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        