Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.48% | Reduce -1.0% | 1,629,187 | $148.6 M | 2025 Q2 | |
| 0.83% | Reduce -28.2% | 578,238 | $52.74 M | 2025 Q2 | |
| 0.26% | Reduce -15.6% | 253,190 | $23.09 M | 2025 Q2 | |
| 0.22% | Add 22.5% | 245,955 | $22.43 M | 2025 Q2 | |
| 0.16% | Add 139.4% | 138,730 | $12.65 M | 2025 Q2 | |
| 0.05% | Add 301.9% | 88,969 | $8.11 M | 2025 Q2 | |
| 1.45% | 78,000 | $7.68 M | 2025 Q3 | ||
| 0.85% | Reduce -0.4% | 63,728 | $5.81 M | 2025 Q2 | |
| 2.77% | Reduce -5.1% | 55,598 | $5.07 M | 2025 Q2 | |
| 0.01% | Reduce -1.2% | 14,280 | $1.3 M | 2025 Q2 | |
| 0.01% | Reduce -76.1% | 6,800 | $620,228 | 2025 Q2 | |
| 0.00% | Reduce -23.0% | 6,561 | $598,429 | 2025 Q2 | |
| 0.00% | Add 11.8% | 4,725 | $430,968 | 2025 Q2 | |
| 0.00% | Reduce -1.8% | 4,490 | $409,540 | 2025 Q2 | 
                                        
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                                Showing 1 to 14 of 14 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $148.6 M
                                        
                                        
                                            
                                            $52.74 M
                                        
                                        
                                            
                                            $23.09 M
                                        
                                        
                                            
                                            $22.43 M
                                        
                                        
                                            
                                            $12.65 M
                                        
                            Top 5 by Conviction
                                            
                                            2.77%
                                        
                                        
                                            
                                            1.45%
                                        
                                        
                                            
                                            0.85%
                                        
                                        
                                            
                                            0.83%
                                        
                                        
                                            
                                            0.48%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$17.63 M
                                Total Buy Value
                                
                                        New Buys:
                                        0
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$39.12 M
                                Total Sell Value
                                
                                        Reductions:
                                        10
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                11
                            Net Buyers
                                4
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        