Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 5.22% | Reduce -25.4% | 6,769,298 | $712.13 M | 2025 Q2 | |
| 0.85% | Add 0.2% | 6,101,659 | $641.89 M | 2025 Q2 | |
| 8.89% | Reduce -46.0% | 4,732,021 | $497.81 M | 2025 Q2 | |
| 1.08% | Reduce -10.5% | 3,586,543 | $377.3 M | 2025 Q2 | |
| 0.11% | New Buy | 529,313 | $55.68 M | 2025 Q2 | |
| 0.62% | New Buy | 394,875 | $41.54 M | 2025 Q2 | |
| 0.40% | Add 37.7% | 302,811 | $31.86 M | 2025 Q2 | |
| 0.14% | Add 22.3% | 220,616 | $23.21 M | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $712.13 M
                                        
                                        
                                            
                                            $641.89 M
                                        
                                        
                                            
                                            $497.81 M
                                        
                                        
                                            
                                            $377.3 M
                                        
                                        
                                            
                                            $55.68 M
                                        
                            Top 5 by Conviction
                                            
                                            8.89%
                                        
                                        
                                            
                                            5.22%
                                        
                                        
                                            
                                            1.08%
                                        
                                        
                                            
                                            0.85%
                                        
                                        
                                            
                                            0.62%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$111.25 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$749.11 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        