Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$731M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘTrim-1.13%$607M4.73%Quality growth / Long-term concentrated
Baillie GiffordⓘTrim-4.19%$124M0.13%Long-term growth / Global allocation
What managers sayⓘ
2024-01-29Horos Asset ManagementNeutralLetter to our co-investors 4Q23Detail →
2023-12-31FundsmithBullFundsmith Equity Fund Annual Report 2023Detail →
2023-06-30FundsmithBullFundsmith Equity Fund Interim Report 2023Detail →
2023-03-31GMOBullThe Quality SpectrumDetail →
2019-10-16Horos Asset ManagementBearLetter to our co-investors 3Q19Detail →
2019-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2019Detail →
2016-12-31FundsmithBearFundsmith Equity Fund Annual Report 2016Detail →
2016-06-30FundsmithBearFundsmith Equity Fund Interim Report 2016Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 3% · latest net margin 19% · FCF consistently positive
Revenue$84.3B
Rev. YoY+0.3%
Gross margin51.2%
Net margin19%
Net income$16.0B
Free cash flow$14.0B
Operating cash flow$17.8B
ROE30.6%