Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$1.0B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘTrim-16.98%$1.0B7.84%Quality growth / Long-term concentrated
AKONew$0M1.61%Quality growth / Concentrated long-term
What managers sayⓘ
2024-12-31FundsmithBullFundsmith Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithBullFundsmith Semi-Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithBullFundsmith Equity Fund Interim Report 2024Detail →
2023-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2023Detail →
2022-06-30FundsmithBullFundsmith Equity Fund Interim Report 2022Detail →
2014-12-31FundsmithBullFundsmith Equity Fund Annual Report 2014Detail →
2014-06-30FundsmithBullFundsmith Equity Fund Interim Report 2014Detail →
2013-12-31FundsmithBullFundsmith Equity Fund Annual Report 2013Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 10% · latest net margin 12.9% · FCF consistently positive
Revenue$25.1B
Rev. YoY+11.2%
Gross margin64%
Net margin12.9%
Net income$3.25B
Free cash flow$4.28B
Operating cash flow$5.04B
ROE14.5%