Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.68% | Add 12.6% | 4,891,789 | $210.3 M | 2025 Q2 | |
| 0.12% | Reduce -35.9% | 1,447,203 | $62.22 M | 2025 Q2 | |
| 0.15% | Add 3.2% | 750,576 | $32.27 M | 2025 Q2 | |
| 2.31% | Reduce -4.5% | 580,542 | $24.96 M | 2025 Q2 | |
| 0.03% | New Buy | 307,119 | $13.2 M | 2025 Q2 | |
| 0.04% | New Buy | 216,584 | $9.31 M | 2025 Q2 | |
| 0.07% | New Buy | 204,627 | $8.8 M | 2025 Q2 | |
| 0.10% | Reduce -44.8% | 175,251 | $8.05 M | 2025 Q3 | |
| 0.04% | Reduce -0.4% | 155,845 | $6.7 M | 2025 Q2 | |
| 0.01% | Reduce -8.0% | 102,033 | $4.39 M | 2025 Q2 | |
| 0.05% | Reduce -59.0% | 95,200 | $4.09 M | 2025 Q2 | |
| 0.01% | Add 5.4% | 30,219 | $1.3 M | 2025 Q2 | |
| 0.00% | Reduce -4.3% | 9,280 | $398,967 | 2025 Q2 | |
| 0.00% | Reduce -20.4% | 7,172 | $308,329 | 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
                                            
                                            $210.3 M
                                        
                                        
                                            
                                            $62.22 M
                                        
                                        
                                            
                                            $32.27 M
                                        
                                        
                                            
                                            $24.96 M
                                        
                                        
                                            
                                            $13.2 M
                                        
                            Top 5 by Conviction
                                            
                                            2.31%
                                        
                                        
                                            
                                            0.68%
                                        
                                        
                                            
                                            0.15%
                                        
                                        
                                            
                                            0.12%
                                        
                                        
                            Recent Activity Breakdown(2025 Q2)
+$55.98 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$44.36 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                6
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        