Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.90% | New Buy | 1,406,105 | $218.38 M | 2025 Q2 | |
| 0.07% | Add 499.1% | 213,536 | $33.16 M | 2025 Q2 | |
| 0.32% | Add 9.2% | 202,626 | $31.47 M | 2025 Q2 | |
| 0.01% | Reduce -38.1% | 136,005 | $21.12 M | 2025 Q2 | |
| 0.19% | Reduce -2.6% | 108,613 | $16.87 M | 2025 Q2 | |
| 0.00% | Reduce -61.1% | 11,700 | $1.82 M | 2025 Q2 | |
| 0.00% | New Buy | 10,579 | $1.64 M | 2025 Q2 | |
| 0.01% | Reduce -79.0% | 7,780 | $1.21 M | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 8 of 8 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $218.38 M
                                        
                                        
                                            
                                            $33.16 M
                                        
                                        
                                            
                                            $31.47 M
                                        
                                        
                                            
                                            $21.12 M
                                        
                                        
                                            
                                            $16.87 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$250.32 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$20.87 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        