Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.51% | Reduce -33.9% | 2,588,723 | $525.74 M | 2025 Q2 | |
| 0.40% | Reduce -0.9% | 1,480,823 | $300.74 M | 2025 Q2 | |
| 1.00% | Add 55.4% | 472,102 | $78.04 M | 2025 Q3 | |
| 0.24% | Add 1312.2% | 291,824 | $59.27 M | 2025 Q2 | |
| 0.02% | Reduce -58.5% | 52,693 | $10.7 M | 2025 Q2 | |
| 0.04% | Add 39.5% | 30,215 | $6.14 M | 2025 Q2 | |
| 0.07% | New Buy | 27,581 | $5.6 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
                                            
                                            $525.74 M
                                        
                                        
                                            
                                            $300.74 M
                                        
                                        
                                            
                                            $78.04 M
                                        
                                        
                                            
                                            $59.27 M
                                        
                                        
                                            
                                            $10.7 M
                                        
                            Top 5 by Conviction
                                            
                                            1.51%
                                        
                                        
                                        
                                            
                                            0.40%
                                        
                                        
                                            
                                            0.24%
                                        
                                        
                                            
                                            0.07%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$63.07 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$316.8 M
                                Total Sell Value
                                
                                        Reductions:
                                        3
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        