Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.43% | Add 25.6% | 6,967,198 | $494.95 M | 2025 Q2 | |
| 1.89% | Reduce -0.1% | 6,129,483 | $435.44 M | 2025 Q2 | |
| 1.64% | Add 7.0% | 3,635,710 | $258.28 M | 2025 Q2 | |
| 0.01% | Reduce -35.3% | 492,646 | $35 M | 2025 Q2 | |
| 0.27% | Add 0.5% | 447,400 | $31.78 M | 2025 Q2 | |
| 0.27% | Add 33.0% | 302,320 | $21.48 M | 2025 Q2 | |
| 0.02% | New Buy | 166,741 | $11.85 M | 2025 Q2 | |
| 0.07% | Add 49.7% | 153,129 | $10.88 M | 2025 Q2 | |
| 1.29% | Reduce -3.0% | 98,000 | $6.83 M | 2025 Q3 | |
| 3.52% | Reduce -2.3% | 90,843 | $6.45 M | 2025 Q2 | |
| 0.00% | Reduce -84.6% | 30,300 | $2.15 M | 2025 Q2 | |
| 0.00% | Add 20.7% | 18,614 | $1.32 M | 2025 Q2 | |
| 0.01% | Add 32.6% | 16,438 | $1.17 M | 2025 Q2 | |
| 0.15% | 14,051 | $998,183 | 2025 Q2 | ||
| 0.00% | Add 1.9% | 5,281 | $375,162 | 2025 Q2 | |
| 0.00% | Add 18.3% | 4,382 | $311,297 | 2025 Q2 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $494.95 M
                                        
                                        
                                            
                                            $435.44 M
                                        
                                        
                                            
                                            $258.28 M
                                        
                                        
                                            
                                            $35 M
                                        
                                        
                                            
                                            $31.78 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$139.94 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        10
                                    
                                -$270.05 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                11
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        