Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 7.17% | Reduce -5.6% | 3,077,464 | $977.59 M | 2025 Q2 | |
| 1.01% | Add 214.3% | 1,100,331 | $349.53 M | 2025 Q2 | |
| 0.22% | Add 20.1% | 117,350 | $37.28 M | 2025 Q2 | |
| 0.18% | Add 1216.4% | 45,441 | $14.43 M | 2025 Q2 | |
| 0.02% | Reduce -82.6% | 28,133 | $8.94 M | 2025 Q2 | |
| 0.08% | Add 10.2% | 25,130 | $7.98 M | 2025 Q2 | |
| 0.00% | Add 19.3% | 23,730 | $7.54 M | 2025 Q2 | |
| 0.02% | Reduce -39.8% | 19,413 | $6.17 M | 2025 Q2 | |
| 0.03% | Add 39.6% | 12,123 | $3.85 M | 2025 Q2 | |
| 0.00% | Reduce -16.0% | 4,712 | $1.5 M | 2025 Q2 | |
| 0.01% | New Buy | 3,209 | $1.02 M | 2025 Q2 | |
| 0.00% | New Buy | 66 | $29,352 | 2025 Q3 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 12 of 12 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
                                            
                                            $977.59 M
                                        
                                        
                                            
                                            $349.53 M
                                        
                                        
                                            
                                            $37.28 M
                                        
                                        
                                            
                                            $14.43 M
                                        
                                        
                                            
                                            $8.94 M
                                        
                            Top 5 by Conviction
                                            
                                            7.17%
                                        
                                        
                                            
                                            1.01%
                                        
                                        
                                            
                                            0.22%
                                        
                                        
                                            
                                            0.18%
                                        
                                        
                                            
                                            0.08%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$261.97 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$111.41 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        