Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.43% | Reduce -0.9% | 11,919,980 | $1.09 B | 2025 Q2 | |
| 3.63% | Reduce -15.8% | 5,561,954 | $509.64 M | 2025 Q2 | |
| 1.24% | Add 18.8% | 2,954,598 | $270.73 M | 2025 Q2 | |
| 2.36% | Add 0.5% | 750,248 | $68.75 M | 2025 Q2 | |
| 0.48% | 623,818 | $57.16 M | 2025 Q2 | ||
| 0.05% | Add 1840.5% | 65,045 | $5.96 M | 2025 Q2 | |
| 0.02% | Reduce -24.1% | 64,463 | $5.91 M | 2025 Q2 | |
| 0.00% | Reduce -46.9% | 25,998 | $2.38 M | 2025 Q2 | |
| 0.01% | Reduce -16.1% | 23,534 | $2.16 M | 2025 Q2 | |
| 0.44% | New Buy | 21,000 | $1.92 M | 2025 Q2 | |
| 0.00% | Add 8.8% | 12,821 | $1.17 M | 2025 Q2 | |
| 0.17% | Reduce -0.3% | 12,334 | $1.13 M | 2025 Q2 | |
| 0.00% | Add 92.8% | 5,225 | $478,782 | 2025 Q2 | |
| 0.00% | New Buy | 145 | $12,267 | 2025 Q3 | 
                                        
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                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.09 B
                                        
                                        
                                            
                                            $509.64 M
                                        
                                        
                                            
                                            $270.73 M
                                        
                                        
                                            
                                            $68.75 M
                                        
                                        
                                            
                                            $57.16 M
                                        
                            Top 5 by Conviction
                                            
                                            3.63%
                                        
                                        
                                            
                                            2.36%
                                        
                                        
                                            
                                            1.24%
                                        
                                        
                                            
                                            0.48%
                                        
                                        
                                            
                                            0.44%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$51.02 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$260.23 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        