Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.30% | Reduce -7.3% | 11,000,916 | $759.28 M | 2025 Q2 | |
| 0.45% | Reduce -27.6% | 4,936,796 | $340.74 M | 2025 Q2 | |
| 1.32% | Add 5.1% | 2,258,588 | $155.89 M | 2025 Q2 | |
| 0.26% | 1,269,000 | $87.59 M | 2025 Q2 | ||
| 0.39% | New Buy | 353,884 | $24.43 M | 2025 Q2 | |
| 0.13% | Reduce -10.8% | 182,201 | $10.11 M | 2025 Q3 | |
| 0.01% | Add 63.7% | 61,585 | $4.25 M | 2025 Q2 | |
| 0.83% | Reduce -16.7% | 52,500 | $3.62 M | 2025 Q2 | |
| 0.01% | Reduce -0.8% | 15,598 | $1.08 M | 2025 Q2 | |
| 0.03% | 12,400 | $855,848 | 2025 Q2 | ||
| 0.00% | New Buy | 4,544 | $313,627 | 2025 Q2 | |
| 0.00% | Reduce -76.0% | 2,419 | $166,948 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $759.28 M
                                        
                                        
                                            
                                            $340.74 M
                                        
                                        
                                            
                                            $155.89 M
                                        
                                        
                                            
                                            $87.59 M
                                        
                                        
                                            
                                            $24.43 M
                                        
                            Top 5 by Conviction
                                            
                                            1.32%
                                        
                                        
                                            
                                            0.83%
                                        
                                        
                                            
                                            0.45%
                                        
                                        
                                            
                                            0.39%
                                        
                                        
                                            
                                            0.30%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$47.98 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$207.38 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        