Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.97% | Reduce -0.5% | 475,106 | $199.76 M | 2025 Q2 | |
| 0.16% | Add 63.4% | 294,715 | $123.92 M | 2025 Q2 | |
| 2.00% | Add 22.7% | 135,000 | $56.76 M | 2025 Q2 | |
| 4.75% | Reduce -1.8% | 55,591 | $24.46 M | 2025 Q2 | |
| 0.01% | New Buy | 14,830 | $6.24 M | 2025 Q2 | |
| 0.03% | Add 59.5% | 12,256 | $5.15 M | 2025 Q2 | |
| 0.03% | Add 180.5% | 7,615 | $3.2 M | 2025 Q2 | |
| 0.00% | Add 22.3% | 1,742 | $732,781 | 2025 Q2 | |
| 0.00% | Reduce -5.1% | 764 | $321,231 | 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
                                            
                                            $199.76 M
                                        
                                        
                                            
                                            $123.92 M
                                        
                                        
                                            
                                            $56.76 M
                                        
                                        
                                            
                                            $24.46 M
                                        
                                        
                                            
                                            $6.24 M
                                        
                            Top 5 by Conviction
                                            
                                            4.75%
                                        
                                        
                                            
                                            2.00%
                                        
                                        
                                            
                                            1.97%
                                        
                                        
                                            
                                            0.16%
                                        
                                        
                                            
                                            0.03%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$68.92 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$1.51 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        