Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.76% | Add 22.7% | 2,489,013 | $1.91 B | 2025 Q2 | |
| 2.98% | Reduce -24.3% | 1,354,803 | $1.04 B | 2025 Q2 | |
| 2.84% | 1,261,461 | $967.97 M | 2025 Q2 | ||
| 0.90% | Add 7.5% | 881,925 | $676.74 M | 2025 Q2 | |
| 0.88% | Add 496.5% | 283,898 | $217.85 M | 2025 Q2 | |
| 0.42% | Reduce -5.7% | 74,185 | $56.93 M | 2025 Q2 | |
| 0.61% | Add 128.6% | 63,670 | $48.86 M | 2025 Q2 | |
| 0.17% | 25,900 | $19.87 M | 2025 Q2 | ||
| 0.12% | Add 6.4% | 25,653 | $19.68 M | 2025 Q2 | |
| 0.05% | Add 0.5% | 6,783 | $5.2 M | 2025 Q2 | |
| 0.01% | 3,396 | $2.61 M | 2025 Q2 | ||
| 0.01% | New Buy | 1,067 | $818,752 | 2025 Q2 | |
| 0.00% | 900 | $690,606 | 2025 Q2 | ||
| 0.01% | Add 142.2% | 884 | $678,329 | 2025 Q2 | 
                                        
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                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.91 B
                                        
                                        
                                            
                                            $1.04 B
                                        
                                        
                                            
                                            $967.97 M
                                        
                                        
                                            
                                            $676.74 M
                                        
                                        
                                            
                                            $217.85 M
                                        
                            Top 5 by Conviction
                                            
                                            2.98%
                                        
                                        
                                            
                                            2.84%
                                        
                                        
                                            
                                            0.90%
                                        
                                        
                                            
                                            0.88%
                                        
                                        
                                            
                                            0.76%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$611.67 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$720.41 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        