Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.18% | Add 287.5% | 2,678,050 | $599.27 M | 2025 Q2 | |
| 0.21% | New Buy | 717,000 | $160.44 M | 2025 Q2 | |
| 0.76% | Add 0.0% | 567,931 | $127.09 M | 2025 Q2 | |
| 1.81% | Reduce -8.0% | 540,079 | $120.85 M | 2025 Q2 | |
| 0.77% | Add 93.4% | 273,338 | $61.16 M | 2025 Q2 | |
| 0.07% | New Buy | 23,789 | $5.32 M | 2025 Q2 | |
| 0.01% | Reduce -98.0% | 11,960 | $2.68 M | 2025 Q2 | |
| 0.01% | 9,210 | $2.06 M | 2025 Q2 | ||
| 0.00% | New Buy | 2,000 | $447,540 | 2025 Q2 | |
| 0.00% | Reduce -10.3% | 1,957 | $437,918 | 2025 Q2 | |
| 0.00% | Reduce -89.8% | 1,457 | $326,033 | 2025 Q2 | |
| 0.00% | New Buy | 920 | $206,061 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $599.27 M
                                        
                                        
                                            
                                            $160.44 M
                                        
                                        
                                            
                                            $127.09 M
                                        
                                        
                                            
                                            $120.85 M
                                        
                                        
                                            
                                            $61.16 M
                                        
                            Top 5 by Conviction
                                            
                                            1.81%
                                        
                                        
                                            
                                            1.18%
                                        
                                        
                                            
                                            0.77%
                                        
                                        
                                            
                                            0.76%
                                        
                                        
                                            
                                            0.21%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$640.65 M
                                Total Buy Value
                                
                                        New Buys:
                                        4
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$144.22 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        