Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.07% | Reduce -2.1% | 2,019,418 | $2.7 B | 2025 Q2 | |
| 4.35% | Reduce -22.9% | 1,131,679 | $1.52 B | 2025 Q2 | |
| 7.72% | Reduce -2.9% | 542,334 | $726.26 M | 2025 Q2 | |
| 0.96% | Add 131892.2% | 538,528 | $721.16 M | 2025 Q2 | |
| 0.70% | Add 141.6% | 41,541 | $55.63 M | 2025 Q2 | |
| 0.20% | Add 36.4% | 25,316 | $33.9 M | 2025 Q2 | |
| 0.16% | Reduce -0.3% | 12,009 | $16.08 M | 2025 Q2 | |
| 0.04% | Reduce -41.8% | 3,439 | $4.61 M | 2025 Q2 | |
| 0.01% | Add 46.0% | 3,150 | $4.22 M | 2025 Q2 | |
| 0.01% | Reduce -91.4% | 2,620 | $3.51 M | 2025 Q2 | |
| 0.04% | 2,340 | $3.13 M | 2025 Q2 | ||
| 0.01% | Reduce -86.9% | 2,034 | $2.72 M | 2025 Q2 | |
| 0.01% | 606 | $811,513 | 2025 Q2 | ||
| 0.00% | 311 | $416,469 | 2025 Q2 | ||
| 0.04% | New Buy | 180 | $241,043 | 2025 Q2 | |
| 0.00% | New Buy | 89 | $106,704 | 2025 Q3 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $2.7 B
                                        
                                        
                                            
                                            $1.52 B
                                        
                                        
                                            
                                            $726.26 M
                                        
                                        
                                            
                                            $721.16 M
                                        
                                        
                                            
                                            $55.63 M
                                        
                            Top 5 by Conviction
                                            
                                            7.72%
                                        
                                        
                                            
                                            4.35%
                                        
                                        
                                            
                                            1.07%
                                        
                                        
                                            
                                            0.96%
                                        
                                        
                                            
                                            0.70%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$763.83 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$1.45 B
                                Total Sell Value
                                
                                        Reductions:
                                        7
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        