Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.73% | Add 2.8% | 42,708,890 | $530.87 M | 2025 Q2 | |
| 1.61% | Reduce -1.4% | 39,914,272 | $496.13 M | 2025 Q2 | |
| 0.92% | Reduce -1.7% | 37,572,394 | $467.02 M | 2025 Q2 | |
| 1.25% | Add 101.0% | 7,018,950 | $87.25 M | 2025 Q2 | |
| 0.06% | Add 53.5% | 845,321 | $10.51 M | 2025 Q2 | |
| 0.01% | Reduce -18.1% | 416,503 | $5.18 M | 2025 Q2 | |
| 0.02% | Add 2796.8% | 318,066 | $3.95 M | 2025 Q2 | |
| 0.00% | Reduce -66.9% | 259,810 | $3.23 M | 2025 Q2 | |
| 0.01% | 73,504 | $913,655 | 2025 Q2 | ||
| 0.13% | Add 21.4% | 51,000 | $676,000 | 2025 Q3 | |
| 0.00% | New Buy | 26,829 | $333,484 | 2025 Q2 | 
                                        
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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
                                            
                                            $530.87 M
                                        
                                        
                                            
                                            $496.13 M
                                        
                                        
                                            
                                            $467.02 M
                                        
                                        
                                            
                                            $87.25 M
                                        
                                        
                                            
                                            $10.51 M
                                        
                            Top 5 by Conviction
                                            
                                            1.73%
                                        
                                        
                                            
                                            1.61%
                                        
                                        
                                            
                                            1.25%
                                        
                                        
                                            
                                            0.92%
                                        
                                        
                                            
                                            0.13%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$66.4 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$23.1 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        