Manager holders · last 4 qtrsⓘ
1
2025Q2 – 2026Q1 · -2 QoQ
Total position
$485M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘHold$481M0.49%Long-term growth / Global allocation
LingottoHold$5M0.1%High-conviction growth / Innovation-led
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 43% · latest net margin 39.9% · FCF consistently positive
Revenue$1.04B
Rev. YoY+38.7%
Gross margin72.2%
Net margin39.9%
Net income$0.41B
Free cash flow$0.37B
Operating cash flow$0.39B
ROE30.7%