Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · +2 QoQ
Total position
$928M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘAdd+50.52%$922M0.94%Long-term growth / Global allocation
SprottⓘNew$5M0.14%Precious metals & critical materials / Commodity cycle
RobottiⓘHold$1M0.16%Deep value / Cyclical contrarian
What managers sayⓘ
2026-04-23Scottish Mortgage (Baillie Gifford)NeutralPrivate Investor Forum 2026: Investing in great growth companiesDetail →
2022-12-08GMOBullEM Corporate Debt ESG IntegrationDetail →
2019-02-05Cobas Asset ManagementBullComments on Fourth Quarter 2018Detail →
2018-01-31Cobas Asset ManagementBullComments on Fourth Quarter 2017Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name