Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.83% | Reduce -1.4% | 27,530,992 | $930.55 M | 2025 Q2 | |
| 1.18% | Add 79.7% | 10,769,652 | $364.01 M | 2025 Q2 | |
| 0.02% | Add 1.0% | 1,154,986 | $39.04 M | 2025 Q2 | |
| 0.41% | Add 6.5% | 1,059,263 | $35.8 M | 2025 Q2 | |
| 0.11% | Reduce -11.1% | 528,886 | $17.88 M | 2025 Q2 | |
| 3.37% | Add 1.1% | 319,166 | $10.79 M | 2025 Q2 | |
| 1.64% | 253,000 | $8.7 M | 2025 Q3 | ||
| 0.08% | Reduce -44.2% | 183,449 | $6.44 M | 2025 Q3 | |
| 0.06% | Reduce -4.2% | 189,209 | $6.4 M | 2025 Q2 | |
| 1.81% | Reduce -0.6% | 188,333 | $6.37 M | 2025 Q2 | |
| 0.08% | New Buy | 180,933 | $6.12 M | 2025 Q2 | |
| 0.04% | Reduce -60.6% | 125,000 | $4.22 M | 2025 Q2 | |
| 0.00% | Reduce -93.3% | 32,910 | $1.11 M | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $930.55 M
                                        
                                        
                                            
                                            $364.01 M
                                        
                                        
                                            
                                            $39.04 M
                                        
                                        
                                            
                                            $35.8 M
                                        
                                        
                                            
                                            $17.88 M
                                        
                            Top 5 by Conviction
                                            
                                            3.37%
                                        
                                        
                                            
                                            1.83%
                                        
                                        
                                            
                                            1.81%
                                        
                                        
                                            
                                            1.64%
                                        
                                        
                                            
                                            1.18%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$170.28 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$58.54 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                11
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        