Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 7.53% | 16,041,335 | $2.57 B | 2025 Q2 | ||
| 2.61% | Reduce -16.7% | 5,678,005 | $908.14 M | 2025 Q2 | |
| 1.64% | Reduce -15.0% | 3,536,987 | $565.71 M | 2025 Q2 | |
| 0.85% | Reduce -11.3% | 2,708,643 | $433.22 M | 2025 Q2 | |
| 0.56% | Add 72.6% | 872,932 | $139.62 M | 2025 Q2 | |
| 0.17% | New Buy | 811,100 | $129.73 M | 2025 Q2 | |
| 0.38% | Reduce -12.9% | 448,305 | $71.7 M | 2025 Q2 | |
| 1.83% | 326,058 | $52.15 M | 2025 Q2 | ||
| 1.22% | New Buy | 309,730 | $49.54 M | 2025 Q2 | |
| 0.08% | Reduce -10.8% | 222,921 | $35.65 M | 2025 Q2 | |
| 0.54% | Add 6.9% | 212,331 | $33.96 M | 2025 Q2 | |
| 0.18% | Reduce -7.9% | 155,154 | $24.82 M | 2025 Q2 | |
| 0.23% | New Buy | 83,513 | $13.36 M | 2025 Q2 | |
| 0.10% | New Buy | 50,000 | $8 M | 2025 Q2 | |
| 0.07% | Reduce -7.1% | 36,815 | $5.89 M | 2025 Q2 | |
| 0.01% | Reduce -46.3% | 3,942 | $630,483 | 2025 Q2 | 
                                        
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                                Showing 1 to 16 of 16 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $2.57 B
                                        
                                        
                                            
                                            $908.14 M
                                        
                                        
                                            
                                            $565.71 M
                                        
                                        
                                            
                                            $433.22 M
                                        
                                        
                                            
                                            $139.62 M
                                        
                            Top 5 by Conviction
                                            
                                            7.53%
                                        
                                        
                                            
                                            2.61%
                                        
                                        
                                            
                                            1.83%
                                        
                                        
                                            
                                            1.64%
                                        
                                        
                                            
                                            1.22%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$261.53 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$359.32 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                9
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        