← Top Holdings

AYIACUITY INC

CUSIP: 00508Y102

3

Guru Owners

$32.4M

Total Value Held

86,123

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$120.0M$240.0M$360.0M$480.0MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '263 owners · $32.4M
INCREASEDHenry Ellenbogen$25.9M
INCREASEDRay Dalio$2.9M
Q1 '263 owners · $110.8M
REDUCEDHenry Ellenbogen$99.7M
NEWRay Dalio$8.4M
SOLDPolen Capital
Q4 '253 owners · $297.4M
INCREASEDHenry Ellenbogen$293.5M
REDUCEDPolen Capital$382K
SOLDRay Dalio
Q3 '254 owners · $480.0M
INCREASEDHenry Ellenbogen$469.6M
REDUCEDRay Dalio$6.5M
INCREASEDPolen Capital$552K
Q2 '254 owners · $378.7M
INCREASEDHenry Ellenbogen$372.9M
INCREASEDRay Dalio$2.5M
NEWPolen Capital$459K
Q1 '253 owners · $304.1M
INCREASEDHenry Ellenbogen$289.3M
INCREASEDRay Dalio$12.2M
INCREASEDTom Gayner$2.6M