Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 7.99% | Reduce -0.7% | 1,439,468 | $815.95 M | 2025 Q2 | |
| 0.53% | Add 0.5% | 327,846 | $185.84 M | 2025 Q2 | |
| 0.03% | New Buy | 39,700 | $22.5 M | 2025 Q2 | |
| 0.96% | 31,425 | $17.81 M | 2025 Q2 | ||
| 0.16% | Add 4.1% | 28,502 | $16.16 M | 2025 Q2 | |
| 0.03% | New Buy | 27,906 | $15.82 M | 2025 Q2 | |
| 0.08% | Add 9.1% | 24,303 | $13.78 M | 2025 Q2 | |
| 0.00% | Reduce -0.6% | 5,086 | $2.88 M | 2025 Q2 | |
| 0.00% | New Buy | 602 | $341,238 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $815.95 M
                                        
                                        
                                            
                                            $185.84 M
                                        
                                        
                                            
                                            $22.5 M
                                        
                                        
                                            
                                            $17.81 M
                                        
                                        
                                            
                                            $16.16 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$41.43 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$5.53 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        