Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.58% | Reduce -3.1% | 4,293,549 | $1.32 B | 2025 Q2 | |
| 9.75% | Reduce -13.9% | 1,314,184 | $402.8 M | 2025 Q2 | |
| 3.61% | 720,779 | $220.92 M | 2025 Q2 | ||
| 0.13% | Add 11.0% | 311,757 | $95.55 M | 2025 Q2 | |
| 0.11% | Add 11.3% | 81,625 | $25.02 M | 2025 Q2 | |
| 0.14% | Add 38.8% | 74,256 | $22.76 M | 2025 Q2 | |
| 0.04% | Add 107.2% | 74,170 | $22.73 M | 2025 Q2 | |
| 0.04% | Reduce -76.2% | 32,364 | $9.92 M | 2025 Q2 | |
| 0.99% | Reduce -7.9% | 15,200 | $5.25 M | 2025 Q3 | |
| 0.02% | 8,627 | $2.64 M | 2025 Q2 | ||
| 0.01% | Reduce -69.5% | 2,081 | $637,960 | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 11 of 11 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $1.32 B
                                        
                                        
                                            
                                            $402.8 M
                                        
                                        
                                            
                                            $220.92 M
                                        
                                        
                                            
                                            $95.55 M
                                        
                                        
                                            
                                            $25.02 M
                                        
                            Top 5 by Conviction
                                            
                                            9.75%
                                        
                                        
                                            
                                            3.61%
                                        
                                        
                                            
                                            2.58%
                                        
                                        
                                            
                                            0.99%
                                        
                                        
                                            
                                            0.14%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$30.12 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$140.58 M
                                Total Sell Value
                                
                                        Reductions:
                                        5
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        