Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.59% | Reduce -0.5% | 1,792,671 | $110.11 M | 2025 Q2 | |
| 0.01% | Reduce -63.4% | 456,676 | $28.05 M | 2025 Q2 | |
| 0.09% | Add 8.4% | 356,423 | $21.89 M | 2025 Q2 | |
| 0.04% | New Buy | 297,037 | $18.24 M | 2025 Q2 | |
| 0.03% | Reduce -2.8% | 221,701 | $13.62 M | 2025 Q2 | |
| 0.12% | Reduce -4.4% | 192,593 | $11.83 M | 2025 Q2 | |
| 3.01% | Add 1.2% | 157,082 | $9.65 M | 2025 Q2 | |
| 0.02% | Add 97.0% | 115,727 | $7.11 M | 2025 Q2 | |
| 0.01% | Add 80.6% | 36,054 | $2.21 M | 2025 Q2 | |
| 0.00% | Reduce -1.0% | 5,445 | $334,432 | 2025 Q2 | |
| 0.00% | Reduce -96.6% | 4,053 | $248,935 | 2025 Q2 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $110.11 M
                                        
                                        
                                            
                                            $28.05 M
                                        
                                        
                                            
                                            $21.89 M
                                        
                                        
                                            
                                            $18.24 M
                                        
                                        
                                            
                                            $13.62 M
                                        
                            Top 5 by Conviction
                                            
                                            3.01%
                                        
                                        
                                            
                                            2.59%
                                        
                                        
                                            
                                            0.12%
                                        
                                        
                                            
                                            0.09%
                                        
                                        
                                            
                                            0.04%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$24.54 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$56.92 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        