Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 9.74% | 2,157,789 | $277.08 M | 2025 Q2 | ||
| 0.40% | New Buy | 724,923 | $93.09 M | 2025 Q2 | |
| 0.45% | Add 328.2% | 279,585 | $35.9 M | 2025 Q2 | |
| 0.04% | Reduce -70.1% | 261,812 | $33.62 M | 2025 Q2 | |
| 7.03% | Reduce -2.7% | 183,000 | $23.5 M | 2025 Q2 | |
| 0.12% | Add 2.3% | 161,219 | $20.7 M | 2025 Q2 | |
| 0.03% | Reduce -84.7% | 127,374 | $16.36 M | 2025 Q2 | |
| 0.04% | Reduce -90.6% | 86,016 | $11.05 M | 2025 Q2 | |
| 0.00% | New Buy | 21,766 | $2.8 M | 2025 Q2 | |
| 0.03% | Add 4.3% | 16,835 | $2.16 M | 2025 Q2 | 
                                        
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                                Showing 1 to 10 of 10 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $277.08 M
                                        
                                        
                                            
                                            $93.09 M
                                        
                                        
                                            
                                            $35.9 M
                                        
                                        
                                            
                                            $33.62 M
                                        
                                        
                                            
                                            $23.5 M
                                        
                            Top 5 by Conviction
                                            
                                            9.74%
                                        
                                        
                                            
                                            7.03%
                                        
                                        
                                            
                                            0.45%
                                        
                                        
                                            
                                            0.40%
                                        
                                        
                                            
                                            0.12%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$123.96 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        3
                                    
                                -$282.69 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        3
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        