Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.44% | New Buy | 2,161,331 | $342.48 M | 2025 Q2 | |
| 0.18% | Reduce -18.1% | 834,649 | $132.26 M | 2025 Q2 | |
| 0.14% | New Buy | 442,070 | $70.05 M | 2025 Q2 | |
| 2.09% | Reduce -54.0% | 146,777 | $23.26 M | 2025 Q2 | |
| 0.01% | Add 28.2% | 10,290 | $1.63 M | 2025 Q2 | |
| 0.01% | Reduce -79.4% | 2,785 | $441,311 | 2025 Q2 |
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Showing 1 to 6 of 6 entries
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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Key Holders
Top 5 by Value
$342.48 M
$132.26 M
$70.05 M
$23.26 M
$1.63 M
Top 5 by Conviction
2.44%
2.09%
0.18%
0.14%
0.01%
Recent Activity Breakdown(2025 Q2)
+$412.89 M
Total Buy Value
New Buys:
2
Additions:
1
-$58.24 M
Total Sell Value
Reductions:
3
Sold Out:
0
Guru Consensus (2025 Q2)
Based on recent guru activity
Net Sellers
3
Net Buyers
3