Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.77% | Add 1.0% | 21,376,690 | $1.95 B | 2025 Q2 | |
| 4.16% | Reduce -11.0% | 15,773,225 | $1.44 B | 2025 Q2 | |
| 8.05% | Reduce -3.1% | 13,885,456 | $1.27 B | 2025 Q2 | |
| 10.32% | Reduce -2.4% | 6,598,822 | $602.08 M | 2025 Q2 | |
| 0.35% | Reduce -27.4% | 1,926,506 | $175.77 M | 2025 Q2 | |
| 4.90% | Add 65.2% | 1,567,495 | $143.02 M | 2025 Q2 | |
| 1.05% | 1,364,800 | $124.52 M | 2025 Q2 | ||
| 0.16% | Add 82.8% | 1,317,641 | $120.22 M | 2025 Q2 | |
| 0.42% | Reduce -27.3% | 406,048 | $37.05 M | 2025 Q2 | |
| 0.45% | Add 20.7% | 390,880 | $35.66 M | 2025 Q2 | |
| 0.07% | New Buy | 361,407 | $32.97 M | 2025 Q2 | |
| 0.30% | Reduce -33.5% | 337,277 | $30.77 M | 2025 Q2 | |
| 0.14% | Reduce -0.4% | 296,438 | $27.05 M | 2025 Q2 | |
| 0.13% | Add 115.2% | 172,962 | $15.78 M | 2025 Q2 | |
| 0.02% | Add 25.6% | 39,143 | $3.57 M | 2025 Q2 | |
| 0.03% | Add 3.5% | 28,264 | $2.58 M | 2025 Q2 | |
| 0.00% | Reduce -11.3% | 13,843 | $1.26 M | 2025 Q2 | |
| 0.09% | 6,850 | $624,994 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 18 of 18 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
                                            
                                            $1.95 B
                                        
                                        
                                            
                                            $1.44 B
                                        
                                        
                                            
                                            $1.27 B
                                        
                                        
                                            
                                            $602.08 M
                                        
                                        
                                            
                                            $175.77 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$178.56 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$446.8 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                10
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        