Manager holders · last 2 qtrsⓘ
3
2025Q4 – 2026Q1 · +1 QoQ
Total position
$1.4B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
EgertonAdd+277.27%$650M6.28%Global growth-value
Baillie GiffordⓘTrim-4.17%$444M0.45%Long-term growth / Global allocation
DurableAdd+5.3%$323M3.33%Growth / Long-term
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
3y revenue CAGR 11% · latest net margin 4.1% · FCF consistently positive
Revenue$28.4B
Rev. YoY+11.5%
Gross margin26.4%
Net margin4.1%
Net income$1.16B
Free cash flow$1.30B
Operating cash flow$1.74B
ROE10.8%