Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 5.45% | Reduce -2.1% | 8,460,078 | $743.56 M | 2025 Q2 | |
| 2.38% | Add 123.0% | 1,100,500 | $96.72 M | 2025 Q2 | |
| 0.12% | Reduce -33.4% | 1,043,200 | $91.69 M | 2025 Q2 | |
| 0.13% | New Buy | 775,862 | $68.19 M | 2025 Q2 | |
| 0.03% | New Buy | 89,353 | $7.85 M | 2025 Q2 | |
| 0.09% | Add 2464.1% | 80,000 | $7.03 M | 2025 Q2 | |
| 0.03% | Reduce -9.8% | 52,758 | $4.64 M | 2025 Q2 | |
| 0.06% | Add 155.0% | 44,848 | $3.94 M | 2025 Q2 | |
| 0.02% | New Buy | 27,000 | $2.37 M | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $743.56 M
                                        
                                        
                                            
                                            $96.72 M
                                        
                                        
                                            
                                            $91.69 M
                                        
                                        
                                            
                                            $68.19 M
                                        
                                        
                                            
                                            $7.85 M
                                        
                            Top 5 by Conviction
                                            
                                            5.45%
                                        
                                        
                                            
                                            2.38%
                                        
                                        
                                            
                                            0.13%
                                        
                                        
                                            
                                            0.12%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$140.91 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$62.39 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        