3 managers · $476M totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · flat QoQ
Total position
$476M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
EgertonTrim-34.19%$359M3.47%Global growth-value
HoskingⓘTrim-5.46%$80M2.87%Contrarian value / Global diversified
MarathonAdd+13.74%$36M1.4%Capital cycle / Contrarian value
Earnings Callsⓘ
Q2 2026July 21, 2026
›
IBKR Q2 results beat expectations, setting multiple records, with core drivers being customer growth and active trading.
Commissions +30% YoY, net interest income +23% to $1B, pre-tax profit margin 77% (above 70% for 7 consecutive quarters).
Business progress: strong first-week trading in South Korea; crypto launched in Europe; AI Connector partnership with Anthropic enabling AI trading instructions; prediction market integration with Kalshi and CME; national trust bank approved; overnight trading volume tripled YoY.
Management provided no specific guidance but emphasized sustained growth and product innovation.
Positive signals: AI autonomous trading in preparation, agency trading volume stable; risk: tighter Chinese regulation but limited impact.
Q3 2026April 22, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 12% · latest net margin 178.6%
Revenue$2.44B
Rev. YoY+23.4%
Gross margin—
Net margin178.6%
Net income$4.36B
Free cash flow—
Operating cash flow$15.8B
ROE81.2%
Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.