Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 12.80% | Reduce -9.3% | 3,085,190 | $521.21 M | 2025 Q2 | |
| 3.78% | Reduce -8.9% | 1,489,707 | $251.67 M | 2025 Q2 | |
| 1.16% | Reduce -0.7% | 936,392 | $158.19 M | 2025 Q2 | |
| 0.11% | Add 42.0% | 493,800 | $83.42 M | 2025 Q2 | |
| 0.08% | Reduce -62.4% | 234,996 | $39.7 M | 2025 Q2 | |
| 0.10% | Reduce -11.3% | 101,611 | $17.17 M | 2025 Q2 | |
| 0.01% | Add 140.0% | 9,600 | $1.62 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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Key Holders
Top 5 by Value
$521.21 M
$251.67 M
$158.19 M
$83.42 M
$39.7 M
Top 5 by Conviction
12.80%
3.78%
1.16%
0.11%
0.10%
Recent Activity Breakdown(2025 Q2)
+$25.63 M
Total Buy Value
New Buys:
0
Additions:
2
-$147.26 M
Total Sell Value
Reductions:
5
Sold Out:
0
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
5
Net Buyers
2