Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 8.92% | Add 40.5% | 6,469,719 | $1.25 B | 2025 Q2 | |
| 5.41% | Reduce -21.7% | 1,800,000 | $348.86 M | 2025 Q2 | |
| 3.18% | Add 47.1% | 1,250,000 | $242.26 M | 2025 Q2 | |
| 0.64% | Reduce -49.7% | 817,614 | $158.46 M | 2025 Q2 | |
| 0.16% | Reduce -32.8% | 604,411 | $117.14 M | 2025 Q2 | |
| 1.28% | Add 2072.6% | 528,657 | $102.46 M | 2025 Q2 | |
| 0.09% | Reduce -85.5% | 227,709 | $44.13 M | 2025 Q2 | |
| 0.17% | Add 65.5% | 147,531 | $28.59 M | 2025 Q2 | |
| 0.00% | New Buy | 2,074 | $401,962 | 2025 Q2 | |
| 0.00% | Reduce -1.5% | 2,050 | $397,311 | 2025 Q2 | |
| 0.00% | New Buy | 8 | $1,567 | 2025 Q3 | 
                                        
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                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $1.25 B
                                        
                                        
                                            
                                            $348.86 M
                                        
                                        
                                            
                                            $242.26 M
                                        
                                        
                                            
                                            $158.46 M
                                        
                                        
                                            
                                            $117.14 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$548.43 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$594.3 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                7
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        