Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$1.7B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘAdd+49.75%$1.0B1.07%Long-term growth / Global allocation
SandsⓘTrim-2.79%$664M2.61%High-conviction growth / Innovation-led
What managers sayⓘ
2026-07-15Baillie GiffordBullMonks’ musings: winning the long raceDetail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 34% · latest net margin 4.5% · FCF consistently positive
Revenue$2.78B
Rev. YoY+33.5%
Gross margin59.7%
Net margin4.5%
Net income$0.12B
Free cash flow$0.08B
Operating cash flow$0.21B
ROE3.8%