Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.32% | Add 1.4% | 30,853,708 | $3.33 B | 2025 Q2 | |
| 1.65% | Reduce -10.5% | 7,793,152 | $840.1 M | 2025 Q2 | |
| 0.42% | Add 354.9% | 968,288 | $104.38 M | 2025 Q2 | |
| 0.23% | Add 6.3% | 654,086 | $70.51 M | 2025 Q2 | |
| 0.07% | Reduce -11.8% | 496,982 | $53.57 M | 2025 Q2 | |
| 0.12% | Reduce -19.2% | 376,096 | $40.54 M | 2025 Q2 | |
| 0.32% | Reduce -40.7% | 218,324 | $24.94 M | 2025 Q3 | |
| 0.22% | Add 0.4% | 190,301 | $20.51 M | 2025 Q2 | |
| 4.80% | Reduce -3.6% | 156,771 | $16.9 M | 2025 Q2 | |
| 0.09% | Add 30.4% | 143,290 | $15.45 M | 2025 Q2 | |
| 0.06% | Reduce -39.6% | 63,054 | $6.8 M | 2025 Q2 | |
| 0.07% | Reduce -0.4% | 54,253 | $5.85 M | 2025 Q2 | |
| 0.05% | Add 11.5% | 45,183 | $4.87 M | 2025 Q2 | |
| 0.04% | Add 43.7% | 34,373 | $3.71 M | 2025 Q2 | |
| 0.20% | Reduce 0.0% | 12,885 | $1.39 M | 2025 Q2 | |
| 0.04% | Add 0.9% | 4,276 | $460,981 | 2025 Q2 | |
| 0.19% | Add 7.8% | 3,153 | $339,893 | 2025 Q2 | |
| 0.00% | New Buy | 2,066 | $222,715 | 2025 Q2 | 
                                        
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                                Showing 1 to 18 of 18 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $3.33 B
                                        
                                        
                                            
                                            $840.1 M
                                        
                                        
                                            
                                            $104.38 M
                                        
                                        
                                            
                                            $70.51 M
                                        
                                        
                                            
                                            $53.57 M
                                        
                            Top 5 by Conviction
                                            
                                            4.80%
                                        
                                        
                                            
                                            1.65%
                                        
                                        
                                            
                                            1.32%
                                        
                                        
                                            
                                            0.42%
                                        
                                        
                            Recent Activity Breakdown(2025 Q2)
+$138.43 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        9
                                    
                                -$124.05 M
                                Total Sell Value
                                
                                        Reductions:
                                        8
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                8
                            Net Buyers
                                10
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        