Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.15% | Add 6.0% | 54,504,428 | $747.8 M | 2025 Q2 | |
| 4.48% | Add 30.2% | 21,737,851 | $298.24 M | 2025 Q2 | |
| 0.31% | Add 271.6% | 16,712,113 | $229.32 M | 2025 Q2 | |
| 0.44% | 11,032,555 | $151.37 M | 2025 Q2 | ||
| 0.06% | Add 42.1% | 10,383,266 | $142.46 M | 2025 Q2 | |
| 1.12% | Reduce -3.6% | 5,487,582 | $87.86 M | 2025 Q3 | |
| 1.15% | New Buy | 3,415,365 | $46.86 M | 2025 Q2 | |
| 0.04% | New Buy | 1,606,186 | $22.04 M | 2025 Q2 | |
| 0.12% | Reduce -7.9% | 1,173,675 | $16.1 M | 2025 Q2 | |
| 0.00% | New Buy | 135,537 | $1.86 M | 2025 Q2 | |
| 0.00% | New Buy | 41,412 | $568,173 | 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
                                            
                                            $747.8 M
                                        
                                        
                                            
                                            $298.24 M
                                        
                                        
                                            
                                            $229.32 M
                                        
                                        
                                            
                                            $151.37 M
                                        
                                        
                                            
                                            $142.46 M
                                        
                            Top 5 by Conviction
                                            
                                            4.48%
                                        
                                        
                                            
                                            2.15%
                                        
                                        
                                            
                                            1.15%
                                        
                                        
                                        
                                            
                                            0.44%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$470.43 M
                                Total Buy Value
                                
                                        New Buys:
                                        5
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$36.35 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                9
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        