Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 2.02% | Add 21.2% | 10,340,740 | $702.45 M | 2025 Q2 | |
| 0.74% | Add 296.6% | 5,550,610 | $377.05 M | 2025 Q2 | |
| 1.06% | New Buy | 5,420,475 | $368.21 M | 2025 Q2 | |
| 0.79% | Add 109.3% | 3,944,440 | $267.95 M | 2025 Q2 | |
| 1.54% | Reduce -24.2% | 3,091,655 | $210.02 M | 2025 Q2 | |
| 0.48% | Reduce -12.8% | 1,736,983 | $117.99 M | 2025 Q2 | |
| 0.68% | Add 755.7% | 641,800 | $43.6 M | 2025 Q2 | |
| 0.38% | New Buy | 446,720 | $30.35 M | 2025 Q2 | |
| 0.02% | Reduce -83.0% | 74,404 | $5.05 M | 2025 Q2 | |
| 0.02% | Add 281.1% | 47,784 | $3.25 M | 2025 Q2 | |
| 0.02% | Add 384.8% | 31,513 | $2.14 M | 2025 Q2 | |
| 0.02% | New Buy | 16,185 | $1.1 M | 2025 Q2 | |
| 0.00% | Reduce -24.9% | 6,018 | $408,814 | 2025 Q2 | 
                                        
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                                Showing 1 to 13 of 13 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $702.45 M
                                        
                                        
                                            
                                            $377.05 M
                                        
                                        
                                            
                                            $368.21 M
                                        
                                        
                                            
                                            $267.95 M
                                        
                                        
                                            
                                            $210.02 M
                                        
                            Top 5 by Conviction
                                            
                                            2.02%
                                        
                                        
                                            
                                            1.54%
                                        
                                        
                                            
                                            1.06%
                                        
                                        
                                            
                                            0.79%
                                        
                                        
                                            
                                            0.74%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$987.01 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        6
                                    
                                -$111.48 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                9
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        