Manager holders · last 2 qtrs ⓘ
2
2026Q1 – 2026Q2 · +1 QoQ
Total position
$898M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
Holder Q action Value % of port. Style
Sandsⓘ Add+64.5% $886M 3.29% High-conviction growth / Innovation-led
Polenⓘ Trim-39.26% $12M 0.11% Quality growth / GARP concentrated
What managers say ⓘ
2026-07-21 Colossus (Invest Like the Best / Business Breakdowns) Bear Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] Detail →
2026-06-23 Sands Capital Bull The New Power Economy Detail →
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 margin 29.3%
Net margin -4.4%
Net income -$0.09B
Free cash flow $0.06B
Operating cash flow $0.11B
ROE -11.3%
▼ Show 5-year table