Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.93% | Reduce -3.4% | 1,980,000 | $317.95 M | 2025 Q2 | |
| 0.53% | Add 24.9% | 817,082 | $131.21 M | 2025 Q2 | |
| 0.20% | New Buy | 640,725 | $102.89 M | 2025 Q2 | |
| 0.12% | Add 372.1% | 570,316 | $91.58 M | 2025 Q2 | |
| 0.12% | New Buy | 352,236 | $56.56 M | 2025 Q2 | |
| 0.31% | Add 6.6% | 320,245 | $51.42 M | 2025 Q2 | |
| 0.01% | Reduce -35.1% | 17,600 | $2.83 M | 2025 Q2 | |
| 0.02% | New Buy | 9,573 | $1.54 M | 2025 Q2 | |
| 0.04% | Reduce -94.4% | 1,000 | $160,580 | 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
                                            
                                            $317.95 M
                                        
                                        
                                            
                                            $131.21 M
                                        
                                        
                                            
                                            $102.89 M
                                        
                                        
                                            
                                            $91.58 M
                                        
                                        
                                            
                                            $56.56 M
                                        
                            Top 5 by Conviction
                                            
                                            4.93%
                                        
                                        
                                            
                                            0.53%
                                        
                                        
                                            
                                            0.31%
                                        
                                        
                                            
                                            0.20%
                                        
                                        
                                            
                                            0.12%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$262.5 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$15.46 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        