Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.49% | Add 3.4% | 13,708,700 | $766.86 M | 2025 Q2 | |
| 2.68% | Add 91.4% | 8,956,466 | $501.02 M | 2025 Q2 | |
| 0.08% | Reduce -7.9% | 1,043,300 | $58.36 M | 2025 Q2 | |
| 0.39% | Add 2.2% | 816,000 | $45.65 M | 2025 Q2 | |
| 0.12% | Add 15.4% | 363,558 | $20.34 M | 2025 Q2 | |
| 0.02% | Add 66.2% | 171,637 | $9.6 M | 2025 Q2 | |
| 0.02% | Reduce -47.8% | 93,281 | $5.22 M | 2025 Q2 | |
| 0.00% | Add 1.1% | 32,639 | $1.83 M | 2025 Q2 | |
| 0.01% | Reduce -25.1% | 16,335 | $913,780 | 2025 Q2 | |
| 0.00% | Reduce -56.1% | 15,906 | $889,782 | 2025 Q2 | |
| 0.04% | New Buy | 6,907 | $386,378 | 2025 Q2 | |
| 0.00% | New Buy | 6,672 | $362,290 | 2025 Q3 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $766.86 M
                                        
                                        
                                            
                                            $501.02 M
                                        
                                        
                                            
                                            $58.36 M
                                        
                                        
                                            
                                            $45.65 M
                                        
                                        
                                            
                                            $20.34 M
                                        
                            Top 5 by Conviction
                                            
                                            2.68%
                                        
                                        
                                            
                                            2.49%
                                        
                                        
                                            
                                            0.39%
                                        
                                        
                                            
                                            0.12%
                                        
                                        
                                            
                                            0.08%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$272.05 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$11.22 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                4
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        