Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.31% | Add 1.4% | 435,963 | $91.27 M | 2025 Q2 | |
| 0.25% | Add 4.8% | 360,696 | $75.51 M | 2025 Q2 | |
| 0.09% | Add 433.1% | 213,819 | $44.76 M | 2025 Q2 | |
| 0.88% | Reduce -43.4% | 170,510 | $35.7 M | 2025 Q2 | |
| 0.05% | Add 6.1% | 167,895 | $35.15 M | 2025 Q2 | |
| 0.06% | New Buy | 131,134 | $27.45 M | 2025 Q2 | |
| 4.11% | Add 0.9% | 62,944 | $13.18 M | 2025 Q2 | |
| 0.02% | Reduce -46.5% | 14,050 | $2.94 M | 2025 Q2 | |
| 0.01% | New Buy | 5,325 | $1.11 M | 2025 Q2 | |
| 0.00% | Reduce -4.3% | 1,960 | $410,574 | 2025 Q2 | |
| 0.00% | Reduce -93.9% | 1,530 | $320,305 | 2025 Q2 | |
| 0.00% | New Buy | 17 | $3,408 | 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
                                            
                                            $91.27 M
                                        
                                        
                                            
                                            $75.51 M
                                        
                                        
                                            
                                            $44.76 M
                                        
                                        
                                            
                                            $35.7 M
                                        
                                        
                                            
                                            $35.15 M
                                        
                            Top 5 by Conviction
                                            
                                            4.11%
                                        
                                        
                                            
                                            1.31%
                                        
                                        
                                            
                                            0.88%
                                        
                                        
                                            
                                            0.25%
                                        
                                        
                                            
                                            0.09%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$71.81 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        5
                                    
                                -$35.28 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        2
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                7
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        