Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.44% | Add 25.7% | 3,430,128 | $497.23 M | 2025 Q2 | |
| 2.01% | Reduce -2.1% | 3,018,762 | $437.6 M | 2025 Q2 | |
| 3.75% | Add 1.4% | 735,766 | $106.66 M | 2025 Q2 | |
| 0.03% | Add 9.9% | 496,569 | $71.98 M | 2025 Q2 | |
| 0.17% | Add 191.7% | 201,520 | $29.21 M | 2025 Q2 | |
| 0.21% | Add 273.3% | 116,261 | $16.85 M | 2025 Q2 | |
| 0.01% | Add 154.2% | 59,013 | $8.55 M | 2025 Q2 | |
| 0.02% | New Buy | 54,984 | $7.97 M | 2025 Q2 | |
| 0.00% | New Buy | 2,670 | $387,043 | 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
                                            
                                            $497.23 M
                                        
                                        
                                            
                                            $437.6 M
                                        
                                        
                                            
                                            $106.66 M
                                        
                                        
                                            
                                            $71.98 M
                                        
                                        
                                            
                                            $29.21 M
                                        
                            Top 5 by Conviction
                                            
                                            3.75%
                                        
                                        
                                            
                                            2.01%
                                        
                                        
                                            
                                            1.44%
                                        
                                        
                                            
                                            0.21%
                                        
                                        
                                            
                                            0.17%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$154.66 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$9.4 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                1
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        