Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.33% | Add 14.9% | 6,614,112 | $856.79 M | 2025 Q2 | |
| 0.98% | Add 1.7% | 1,646,260 | $213.26 M | 2025 Q2 | |
| 0.01% | Reduce -17.9% | 234,467 | $30.37 M | 2025 Q2 | |
| 0.08% | Reduce -22.2% | 211,135 | $27.35 M | 2025 Q2 | |
| 0.06% | Reduce -50.2% | 33,218 | $4.52 M | 2025 Q3 | |
| 1.90% | Reduce -12.5% | 26,829 | $3.48 M | 2025 Q2 | |
| 0.01% | Add 3.1% | 13,658 | $1.77 M | 2025 Q2 | |
| 0.03% | 1,814 | $234,986 | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $856.79 M
                                        
                                        
                                            
                                            $213.26 M
                                        
                                        
                                            
                                            $30.37 M
                                        
                                        
                                            
                                            $27.35 M
                                        
                                        
                                            
                                            $4.52 M
                                        
                            Top 5 by Conviction
                                            
                                            1.90%
                                        
                                        
                                            
                                            0.98%
                                        
                                        
                                            
                                            0.33%
                                        
                                        
                                            
                                            0.08%
                                        
                                        
                            Recent Activity Breakdown(2025 Q2)
+$118.34 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$36.27 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        