Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$1.2B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘTrim-21.87%$824M6.42%Quality growth / Long-term concentrated
PolenⓘTrim-27.56%$391M2.7%Quality growth / GARP concentrated
What managers sayⓘ
2025-12-31FundsmithBullFundsmith Annual Letter to Shareholders 2025Detail →
2025-06-30FundsmithBullFundsmith Semi-Annual Letter to Shareholders 2025Detail →
2024-12-31FundsmithBullFundsmith Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithNeutralFundsmith Semi-Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithBullFundsmith Equity Fund Interim Report 2024Detail →
2023-12-31FundsmithNeutralFundsmith Equity Fund Annual Report 2023Detail →
2023-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2023Detail →
2022-12-31FundsmithBullFundsmith Equity Fund Annual Report 2022Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 8% · latest net margin 24.6% · FCF consistently positive
Revenue$4.30B
Rev. YoY+10.4%
Gross margin61.8%
Net margin24.6%
Net income$1.06B
Free cash flow$1.06B
Operating cash flow$1.18B
ROE66%