Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 13.35% | Add 14.6% | 19,067,558 | $6.77 B | 2025 Q2 | |
| 1.14% | 8,297,460 | $2.95 B | 2025 Q2 | ||
| 1.02% | Add 1.7% | 7,260,321 | $2.58 B | 2025 Q2 | |
| 4.11% | Add 5.7% | 4,030,104 | $1.43 B | 2025 Q2 | |
| 5.95% | Reduce -6.8% | 3,854,071 | $1.37 B | 2025 Q2 | |
| 11.04% | 3,175,240 | $1.13 B | 2025 Q2 | ||
| 2.59% | Reduce -18.5% | 2,426,068 | $861.38 M | 2025 Q2 | |
| 1.66% | Reduce -23.7% | 1,620,722 | $575.44 M | 2025 Q2 | |
| 3.10% | Add 92.6% | 1,373,485 | $487.66 M | 2025 Q2 | |
| 7.89% | Reduce -5.2% | 1,244,950 | $442.02 M | 2025 Q2 | |
| 3.00% | 999,285 | $354.8 M | 2025 Q2 | ||
| 2.79% | Reduce -3.5% | 794,996 | $282.26 M | 2025 Q2 | |
| 1.08% | Reduce -5.6% | 661,891 | $235 M | 2025 Q2 | |
| 0.92% | Reduce -7.4% | 644,314 | $228.76 M | 2025 Q2 | |
| 2.03% | Reduce -5.4% | 466,914 | $159.4 M | 2025 Q3 | |
| 4.89% | Add 2.0% | 401,297 | $142.48 M | 2025 Q2 | |
| 0.15% | Reduce -40.4% | 325,422 | $115.54 M | 2025 Q2 | |
| 5.69% | Reduce -8.1% | 298,075 | $105.83 M | 2025 Q2 | |
| 0.38% | Add 25.1% | 127,562 | $45.29 M | 2025 Q2 | |
| 0.48% | Reduce -2.9% | 126,944 | $45.07 M | 2025 Q2 | 
                                        
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                                Showing 1 to 20 of 29 entries
                            
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Key Holders
Top 5 by Value
                                            
                                            $6.77 B
                                        
                                        
                                            
                                            $2.95 B
                                        
                                        
                                            
                                            $2.58 B
                                        
                                        
                                            
                                            $1.43 B
                                        
                                        
                                            
                                            $1.37 B
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$1.24 B
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        9
                                    
                                -$656.4 M
                                Total Sell Value
                                
                                        Reductions:
                                        15
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                16
                            Net Buyers
                                9
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        