Total position
$253M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SandsⓘNew$241M0.95%High-conviction growth / Innovation-led
PolenⓘTrim-39.26%$12M0.11%Quality growth / GARP concentrated
What managers sayⓘ
2026-06-23Sands CapitalBullThe New Power EconomyDetail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 22% · latest net margin -4.4% · FCF volatile
Revenue$2.00B
Rev. YoY+38.9%
Gross margin29.3%
Net margin-4.4%
Net income-$0.09B
Free cash flow$0.06B
Operating cash flow$0.11B
ROE-11.3%