Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.46% | Reduce -0.4% | 3,413,917 | $147.72 M | 2025 Q2 | |
| 0.20% | Reduce -13.1% | 1,568,952 | $67.89 M | 2025 Q2 | |
| 0.57% | Reduce -17.8% | 1,171,161 | $50.68 M | 2025 Q2 | |
| 0.08% | New Buy | 833,929 | $36.08 M | 2025 Q2 | |
| 0.05% | New Buy | 799,363 | $34.59 M | 2025 Q2 | |
| 0.09% | Add 19.0% | 340,659 | $14.74 M | 2025 Q2 | |
| 3.64% | 198,000 | $8.57 M | 2025 Q2 | ||
| 0.05% | Add 86.1% | 144,109 | $6.24 M | 2025 Q2 | |
| 0.04% | Reduce -7.5% | 92,609 | $4.01 M | 2025 Q2 | |
| 0.00% | Add 0.3% | 83,102 | $3.6 M | 2025 Q2 | |
| 1.88% | Reduce -12.6% | 79,527 | $3.44 M | 2025 Q2 | |
| 0.01% | Add 92.4% | 58,720 | $2.54 M | 2025 Q2 | |
| 0.20% | Reduce -0.6% | 31,473 | $1.36 M | 2025 Q2 | |
| 0.10% | 24,034 | $1.04 M | 2025 Q2 | ||
| 0.00% | Add 0.3% | 6,993 | $302,592 | 2025 Q2 | 
                                        
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                                Showing 1 to 15 of 15 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $147.72 M
                                        
                                        
                                            
                                            $67.89 M
                                        
                                        
                                            
                                            $50.68 M
                                        
                                        
                                            
                                            $36.08 M
                                        
                                        
                                            
                                            $34.59 M
                                        
                            Top 5 by Conviction
Recent Activity Breakdown(2025 Q2)
+$77.15 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$35.7 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        