Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 7.86% | Add 11.7% | 8,662,694 | $906.64 M | 2025 Q2 | |
| 17.93% | New Buy | 4,608,000 | $482.27 M | 2025 Q2 | |
| 3.25% | Reduce -54.2% | 2,000,000 | $209.32 M | 2025 Q2 | |
| 0.10% | Add 25.8% | 742,000 | $77.66 M | 2025 Q2 | |
| 0.02% | Reduce -11.4% | 564,144 | $59.04 M | 2025 Q2 | |
| 0.03% | Reduce -50.0% | 155,065 | $16.23 M | 2025 Q2 | 
                                        
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                                Showing 1 to 6 of 6 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $906.64 M
                                        
                                        
                                            
                                            $482.27 M
                                        
                                        
                                            
                                            $209.32 M
                                        
                                        
                                            
                                            $77.66 M
                                        
                                        
                                            
                                            $59.04 M
                                        
                            Top 5 by Conviction
                                            
                                            17.93%
                                        
                                        
                                            
                                            7.86%
                                        
                                        
                                            
                                            3.25%
                                        
                                        
                                            
                                            0.10%
                                        
                                        
                                            
                                            0.03%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$593.31 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$1.02 B
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                        