Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.72% | Add 89.2% | 6,148,984 | $925.85 M | 2025 Q2 | |
| 0.32% | Reduce -16.6% | 1,607,600 | $242.06 M | 2025 Q2 | |
| 0.17% | Reduce -30.1% | 155,513 | $23.42 M | 2025 Q2 | |
| 0.03% | Reduce -27.2% | 88,788 | $13.37 M | 2025 Q2 | |
| 0.00% | New Buy | 9,754 | $1.47 M | 2025 Q2 | |
| 0.00% | Add 57.8% | 3,420 | $514,949 | 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
                                            
                                            $925.85 M
                                        
                                        
                                            
                                            $242.06 M
                                        
                                        
                                            
                                            $23.42 M
                                        
                                        
                                            
                                            $13.37 M
                                        
                                        
                                            
                                            $1.47 M
                                        
                            Top 5 by Conviction
                                            
                                            2.72%
                                        
                                        
                                            
                                            0.32%
                                        
                                        
                                            
                                            0.17%
                                        
                                        
                                            
                                            0.03%
                                        
                                        
                                            
                                            0.00%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$438.22 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$63.33 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                        