Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.36% | Reduce -3.5% | 3,647,196 | $450.39 M | 2025 Q2 | |
| 0.19% | Add 237.2% | 1,143,100 | $141.16 M | 2025 Q2 | |
| 0.96% | New Buy | 521,332 | $75.35 M | 2025 Q3 | |
| 0.02% | Add 4187.6% | 479,524 | $59.22 M | 2025 Q2 | |
| 0.14% | Add 14.2% | 195,460 | $24.14 M | 2025 Q2 | |
| 0.08% | 134,416 | $16.6 M | 2025 Q2 | ||
| 0.01% | Reduce -80.4% | 23,966 | $2.96 M | 2025 Q2 | |
| 0.01% | Add 178.2% | 7,650 | $944,699 | 2025 Q2 | |
| 0.00% | Add 0.8% | 2,864 | $353,675 | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $450.39 M
                                        
                                        
                                            
                                            $141.16 M
                                        
                                        
                                            
                                            $75.35 M
                                        
                                        
                                            
                                            $59.22 M
                                        
                                        
                                            
                                            $24.14 M
                                        
                            Top 5 by Conviction
                                            
                                            1.36%
                                        
                                        
                                        
                                            
                                            0.19%
                                        
                                        
                                            
                                            0.14%
                                        
                                        
                                            
                                            0.08%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$160.74 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$31.99 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        