Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.02% | Add 432.7% | 721,269 | $353.53 M | 2025 Q2 | |
| 1.69% | Add 2.0% | 273,092 | $132.51 M | 2025 Q3 | |
| 0.34% | Reduce -1.0% | 243,717 | $119.6 M | 2025 Q2 | |
| 0.22% | Add 6.9% | 228,562 | $112.16 M | 2025 Q2 | |
| 0.07% | Reduce -16.0% | 102,876 | $50.41 M | 2025 Q2 | |
| 9.13% | 60,000 | $28.98 M | 2025 Q3 | ||
| 0.11% | Reduce -28.9% | 18,188 | $8.91 M | 2025 Q2 | |
| 0.00% | Reduce -97.5% | 641 | $313,196 | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $353.53 M
                                        
                                        
                                            
                                            $132.51 M
                                        
                                        
                                            
                                            $119.6 M
                                        
                                        
                                            
                                            $112.16 M
                                        
                                        
                                            
                                            $50.41 M
                                        
                            Top 5 by Conviction
                                            
                                            9.13%
                                        
                                        
                                        
                                            
                                            1.02%
                                        
                                        
                                            
                                            0.34%
                                        
                                        
                                            
                                            0.22%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$425.82 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$26.54 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        