Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 4.36% | Add 19.1% | 9,019,663 | $685.31 M | 2025 Q2 | |
| 13.77% | Reduce -8.5% | 3,608,897 | $274.2 M | 2025 Q2 | |
| 0.45% | Reduce -2.3% | 806,988 | $61.31 M | 2025 Q2 | |
| 0.11% | Reduce -7.6% | 233,074 | $17.71 M | 2025 Q2 | |
| 0.13% | New Buy | 141,419 | $10.75 M | 2025 Q2 | |
| 0.01% | Reduce -81.2% | 77,744 | $5.91 M | 2025 Q2 | |
| 0.01% | 11,624 | $883,192 | 2025 Q2 | ||
| 0.00% | Add 21.0% | 4,593 | $348,976 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 8 of 8 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $685.31 M
                                        
                                        
                                            
                                            $274.2 M
                                        
                                        
                                            
                                            $61.31 M
                                        
                                        
                                            
                                            $17.71 M
                                        
                                        
                                            
                                            $10.75 M
                                        
                            Top 5 by Conviction
                                            
                                            13.77%
                                        
                                        
                                            
                                            4.36%
                                        
                                        
                                            
                                            0.45%
                                        
                                        
                                            
                                            0.13%
                                        
                                        
                                            
                                            0.11%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$120.92 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        2
                                    
                                -$54.33 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        