Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$1.0B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-5.27%$1.0B0.91%Long-term growth / Global allocation
HoskingⓘTrim-2.6%$30M0.98%Contrarian value / Global diversified
What managers sayⓘ
2026-07-17The Monks Investment Trust (Baillie Gifford)BullThe Monks Investment Trust - Quoted Data Annual Overview - Individual - July 2026Detail →
2026-07-09Baillie Gifford Emerging Markets Leading Companies FundBullBaillie Gifford Emerging Markets Leading Companies Fund FactsheetDetail →
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Investment Trust Annual Report - including the Notice of AGM - April 2026Detail →
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
Earnings Callsⓘ
Overview Conclusion: Results beat expectations, core business robust, risk-adjusted revenue growth driving ROE to 21.1%.
Key Data: ROE 21.1%, loan growth 8.2%, net interest income growth 10.9%.
Business Progress: Yape users reached 16.4 million, 5.7 million loans disbursed, revenue growth 3.6x; innovation portfolio revenue share 9%, accelerating toward 10% target.
Guidance and Outlook: Maintained full-year ROE guidance of approximately 19.5%, but hinted that it may be "at the upper end," loan growth expected at 8.5%.
Risks/Highlights: Management tone cautiously optimistic, positive signal from strong performance; negative risks from presidential election and El Niño uncertainty.
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name