Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · flat QoQ
Total position
$475M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-1.05%$391M0.4%Long-term growth / Global allocation
LingottoAdd+23.81%$64M1.26%High-conviction growth / Innovation-led
Patient CapitalⓘAdd+15.72%$20M0.73%Contrarian growth-value / Time arbitrage
What managers sayⓘ
2026-07-10Patient Capital ManagementNeutralFinding Patience in... an Early 2000s Hip-Hop Song?Detail →
2026-04-23Scottish Mortgage (Baillie Gifford)BullPrivate Investor Forum 2026: Investing in great growth companiesDetail →
2025-07-11Patient Capital ManagementBull2Q25 Portfolio Activity and AttributionDetail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
4y revenue CAGR 58% · latest net margin -19.3% · FCF volatile
Revenue$1.27B
Rev. YoY+83.4%
Gross margin—
Net margin-19.3%
Net income-$0.25B
Free cash flow-$0.24B
Operating cash flow-$0.22B
ROE-49.9%