Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.03% | Add 0.3% | 2,268,921 | $223.83 M | 2025 Q2 | |
| 0.11% | Reduce -1.3% | 805,300 | $79.44 M | 2025 Q2 | |
| 0.12% | Add 6.3% | 366,820 | $36.19 M | 2025 Q2 | |
| 0.29% | Reduce -28.7% | 301,699 | $29.76 M | 2025 Q2 | |
| 0.09% | Add 101.1% | 296,684 | $29.27 M | 2025 Q2 | |
| 0.11% | 133,000 | $13.12 M | 2025 Q2 | ||
| 0.05% | Reduce -7.7% | 89,368 | $8.82 M | 2025 Q2 | |
| 1.39% | Add 3.8% | 82,000 | $7.36 M | 2025 Q3 | |
| 0.07% | Add 225.0% | 65,000 | $5.83 M | 2025 Q3 | |
| 0.01% | Reduce -25.3% | 25,870 | $2.55 M | 2025 Q2 | |
| 0.20% | Add 29.5% | 20,551 | $2.03 M | 2025 Q2 | |
| 0.00% | Add 270.6% | 19,223 | $1.9 M | 2025 Q2 | |
| 0.01% | Add 65.0% | 13,798 | $1.36 M | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $223.83 M
                                        
                                        
                                            
                                            $79.44 M
                                        
                                        
                                            
                                            $36.19 M
                                        
                                        
                                            
                                            $29.76 M
                                        
                                        
                                            
                                            $29.27 M
                                        
                            Top 5 by Conviction
                                            
                                            1.39%
                                        
                                        
                                            
                                            1.03%
                                        
                                        
                                            
                                            0.29%
                                        
                                        
                                            
                                            0.20%
                                        
                                        
                                            
                                            0.12%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$22.33 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$24.88 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                8
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        