Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.48% | Reduce -38.3% | 7,492,615 | $864.27 M | 2025 Q2 | |
| 4.27% | Add 13.6% | 5,049,508 | $582.46 M | 2025 Q2 | |
| 0.10% | 102,750 | $11.85 M | 2025 Q2 | ||
| 0.00% | Reduce -94.5% | 22,352 | $2.58 M | 2025 Q2 | |
| 0.01% | Add 105.6% | 13,924 | $1.61 M | 2025 Q2 | |
| 0.00% | Reduce -14.6% | 7,445 | $856,953 | 2025 Q2 | |
| 0.00% | 2,880 | $332,208 | 2025 Q2 | 
                                        
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                                Showing 1 to 7 of 7 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $864.27 M
                                        
                                        
                                            
                                            $582.46 M
                                        
                                        
                                            
                                            $11.85 M
                                        
                                        
                                            
                                            $2.58 M
                                        
                                        
                                            
                                            $1.61 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$70.64 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$637.61 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        4
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                2
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        