Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.84% | Reduce -5.5% | 3,170,717 | $761.67 M | 2025 Q2 | |
| 0.20% | Reduce -7.6% | 423,327 | $101.69 M | 2025 Q2 | |
| 0.19% | Add 36.1% | 129,854 | $31.19 M | 2025 Q2 | |
| 0.20% | Add 0.9% | 84,889 | $20.39 M | 2025 Q2 | |
| 0.01% | New Buy | 24,708 | $5.94 M | 2025 Q2 | |
| 0.01% | New Buy | 20,435 | $4.91 M | 2025 Q2 | |
| 0.00% | Reduce -17.4% | 3,483 | $836,686 | 2025 Q2 |
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Showing 1 to 7 of 7 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$761.67 M
$101.69 M
$31.19 M
$20.39 M
$5.94 M
Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$19.3 M
Total Buy Value
New Buys:
2
Additions:
2
-$53.98 M
Total Sell Value
Reductions:
3
Sold Out:
2
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
5
Net Buyers
4