Manager holders · last 3 qtrsⓘ
2
2025Q3 – 2026Q1 · flat QoQ
Total position
$467M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-8.45%$462M0.47%Long-term growth / Global allocation
SprottⓘAdd+42.64%$5M0.14%Precious metals & critical materials / Commodity cycle
What managers sayⓘ
2025-08-22SprottBullCritical Materials Breakout into a New Bullish PhaseDetail →
2023-11-10SprottBullEnergy Security and the Shifting Focus from Oil to Critical MineralsDetail →
2023-08-23SprottBullElectric Vehicles and the Growing Opportunity for Lithium MinersDetail →
2023-06-07SprottBullThe West Moves to Weaken China's HoldDetail →
2023-05-09SprottBearNationalization and Surging M&A Highlight Secular StrengthDetail →
2023-01-09SprottBull2023 Top 10 Watch ListDetail →
2022-02-01azvalor Asset ManagementNeutralQuarterly letter 4Q2021Detail →
2020-10-21azvalor Asset ManagementBullQuarterly letter 3Q2020Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name