Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.23% | Reduce -37.5% | 6,655,931 | $508.78 M | 2025 Q2 | |
| 0.52% | Add 10.4% | 5,094,400 | $389.42 M | 2025 Q2 | |
| 0.30% | Add 96.9% | 985,248 | $75.31 M | 2025 Q2 | |
| 0.02% | Reduce -7.2% | 589,781 | $45.08 M | 2025 Q2 | |
| 0.09% | New Buy | 531,253 | $40.61 M | 2025 Q2 | |
| 0.07% | New Buy | 480,328 | $36.72 M | 2025 Q2 | |
| 0.09% | Reduce -4.7% | 186,257 | $14.24 M | 2025 Q2 |
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Showing 1 to 7 of 7 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$508.78 M
$389.42 M
$75.31 M
$45.08 M
$40.61 M
Top 5 by Conviction
3.23%
0.52%
0.30%
0.09%
0.09%
Recent Activity Breakdown(2025 Q2)
+$151.12 M
Total Buy Value
New Buys:
2
Additions:
2
-$311.24 M
Total Sell Value
Reductions:
3
Sold Out:
1
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
4
Net Buyers
4