Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 11.53% | Add 7.1% | 11,091,623 | $5.85 B | 2025 Q2 | |
| 0.43% | New Buy | 419,251 | $221.07 M | 2025 Q2 | |
| 1.16% | Reduce -4.6% | 185,233 | $91.01 M | 2025 Q3 | |
| 0.67% | 150,690 | $79.46 M | 2025 Q2 | ||
| 0.10% | Add 13.8% | 138,922 | $73.25 M | 2025 Q2 | |
| 0.14% | Reduce -55.6% | 64,153 | $33.83 M | 2025 Q2 | |
| 3.66% | Reduce -1.8% | 33,482 | $18.85 M | 2025 Q2 | |
| 0.07% | Reduce -10.6% | 22,725 | $11.98 M | 2025 Q2 | |
| 0.10% | Reduce -3.6% | 19,889 | $10.49 M | 2025 Q2 | |
| 0.06% | Reduce -34.6% | 10,186 | $5.37 M | 2025 Q2 | |
| 0.72% | Add 44.4% | 7,800 | $3.8 M | 2025 Q3 | |
| 0.20% | 7,140 | $3.76 M | 2025 Q2 | ||
| 0.00% | Add 2.8% | 5,906 | $3.11 M | 2025 Q2 | |
| 0.01% | New Buy | 1,200 | $632,748 | 2025 Q2 | |
| 0.01% | 1,198 | $631,693 | 2025 Q2 | ||
| 0.00% | 531 | $279,991 | 2025 Q2 | ||
| 0.00% | 401 | $211,443 | 2025 Q2 | ||
| 0.03% | 397 | $209,334 | 2025 Q2 | 
                                        
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                                Showing 1 to 18 of 18 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $5.85 B
                                        
                                        
                                            
                                            $221.07 M
                                        
                                        
                                            
                                            $91.01 M
                                        
                                        
                                            
                                            $79.46 M
                                        
                                        
                                            
                                            $73.25 M
                                        
                            Top 5 by Conviction
                                            
                                            11.53%
                                        
                                        
                                            
                                            3.66%
                                        
                                        
                                        
                                            
                                            0.72%
                                        
                                        
                                            
                                            0.67%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$641.85 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$48.8 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        