Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.20% | Add 436.8% | 5,163,161 | $371.44 M | 2025 Q2 | |
| 0.21% | Add 327.4% | 1,489,128 | $107.13 M | 2025 Q2 | |
| 0.12% | Add 142.5% | 1,276,900 | $91.86 M | 2025 Q2 | |
| 0.14% | Add 16.3% | 470,806 | $33.87 M | 2025 Q2 | |
| 0.16% | Add 49.1% | 378,713 | $27.24 M | 2025 Q2 | |
| 0.08% | Add 12.2% | 368,877 | $26.54 M | 2025 Q2 | |
| 1.69% | 110,000 | $8.97 M | 2025 Q3 | ||
| 0.04% | Reduce -46.2% | 37,145 | $3.03 M | 2025 Q3 | |
| 1.12% | Add 13.3% | 14,770 | $1.2 M | 2025 Q3 | |
| 0.00% | Reduce -89.4% | 3,757 | $270,279 | 2025 Q2 | |
| 0.00% | New Buy | 3,356 | $241,431 | 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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| 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
$371.44 M
$107.13 M
$91.86 M
$33.87 M
$27.24 M
Top 5 by Conviction
1.69%
1.20%
1.12%
0.21%
0.16%
Recent Activity Breakdown(2025 Q2)
+$457.1 M
Total Buy Value
New Buys:
1
Additions:
8
-$16.59 M
Total Sell Value
Reductions:
2
Sold Out:
1
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
3
Net Buyers
9