Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.95% | Add 13.3% | 2,884,831 | $449.89 M | 2025 Q2 | |
| 0.72% | Reduce -4.2% | 385,723 | $56.44 M | 2025 Q3 | |
| 0.12% | Add 196.7% | 342,815 | $53.46 M | 2025 Q2 | |
| 3.63% | New Buy | 123,343 | $18.72 M | 2025 Q2 | |
| 0.02% | New Buy | 94,600 | $14.75 M | 2025 Q2 | |
| 0.04% | Reduce -55.6% | 64,025 | $9.98 M | 2025 Q2 | |
| 0.05% | Add 213.6% | 56,227 | $8.77 M | 2025 Q2 | |
| 0.06% | Add 27.9% | 48,957 | $7.63 M | 2025 Q2 | |
| 0.02% | Add 33.1% | 15,690 | $2.45 M | 2025 Q2 | |
| 0.00% | Add 58.1% | 6,800 | $1.06 M | 2025 Q2 | |
| 0.00% | Reduce -9.1% | 2,600 | $405,533 | 2025 Q2 | |
| 0.00% | Add 10.9% | 1,490 | $232,366 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $449.89 M
                                        
                                        
                                            
                                            $56.44 M
                                        
                                        
                                            
                                            $53.46 M
                                        
                                        
                                            
                                            $18.72 M
                                        
                                        
                                            
                                            $14.75 M
                                        
                            Top 5 by Conviction
                                            
                                            3.63%
                                        
                                        
                                            
                                            1.95%
                                        
                                        
                                        
                                            
                                            0.12%
                                        
                                        
                                            
                                            0.06%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$193.17 M
                                Total Buy Value
                                
                                        New Buys:
                                        3
                                    
                                    
                                        Additions:
                                        7
                                    
                                -$12.52 M
                                Total Sell Value
                                
                                        Reductions:
                                        2
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                10
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        