Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.05% | Add 9.2% | 7,480,587 | $322.79 M | 2025 Q2 | |
| 4.79% | Add 160.4% | 7,015,694 | $302.73 M | 2025 Q2 | |
| 0.08% | Add 5.9% | 927,311 | $40.01 M | 2025 Q2 | |
| 0.07% | Add 180.1% | 201,156 | $8.68 M | 2025 Q2 | |
| 2.15% | Reduce -0.6% | 175,653 | $7.58 M | 2025 Q2 | |
| 0.04% | Reduce -47.7% | 79,552 | $3.39 M | 2025 Q3 | |
| 0.01% | New Buy | 59,753 | $2.58 M | 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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Key Holders
Top 5 by Value
                                            
                                            $322.79 M
                                        
                                        
                                            
                                            $302.73 M
                                        
                                        
                                            
                                            $40.01 M
                                        
                                        
                                            
                                            $8.68 M
                                        
                                        
                                            
                                            $7.58 M
                                        
                            Top 5 by Conviction
                                            
                                            4.79%
                                        
                                        
                                            
                                            4.05%
                                        
                                        
                                            
                                            2.15%
                                        
                                        
                                            
                                            0.08%
                                        
                                        
                                            
                                            0.07%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$225.78 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$6.8 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                3
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        