Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.17% | Reduce -2.0% | 3,343,634 | $594.63 M | 2025 Q2 | |
| 0.07% | Reduce -12.4% | 307,933 | $54.76 M | 2025 Q2 | |
| 0.09% | Add 90.1% | 89,263 | $15.87 M | 2025 Q2 | |
| 4.86% | Add 0.1% | 87,526 | $15.57 M | 2025 Q2 | |
| 0.15% | Reduce -2.3% | 72,892 | $12.96 M | 2025 Q2 | |
| 1.45% | Add 100.0% | 35,700 | $6.35 M | 2025 Q2 | |
| 0.04% | Add 0.3% | 21,885 | $3.89 M | 2025 Q2 | |
| 0.01% | 6,320 | $1.12 M | 2025 Q2 | 
                                        
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                                Showing 1 to 8 of 8 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $594.63 M
                                        
                                        
                                            
                                            $54.76 M
                                        
                                        
                                            
                                            $15.87 M
                                        
                                        
                                            
                                            $15.57 M
                                        
                                        
                                            
                                            $12.96 M
                                        
                            Top 5 by Conviction
                                            
                                            4.86%
                                        
                                        
                                            
                                            1.45%
                                        
                                        
                                            
                                            1.17%
                                        
                                        
                                            
                                            0.15%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$10.72 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$20.29 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        