Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · -1 QoQ
Total position
$853M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘTrim-29.22%$853M6.25%Quality growth / Long-term concentrated
AKOTrim-75.11%$0M1.78%Quality growth / Concentrated long-term
What managers sayⓘ
2025-07-16Colossus (Invest Like the Best / Business Breakdowns)NeutralAgilent: Back To The Lab - [Business Breakdowns, EP.223]Detail →
2025-06-30FundsmithNeutralFundsmith Semi-Annual Letter to Shareholders 2025Detail →
2024-06-30FundsmithNeutralFundsmith Semi-Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithBullFundsmith Equity Fund Interim Report 2024Detail →
2023-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2023Detail →
2020-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2020Detail →
2018-12-31FundsmithBearFundsmith Equity Fund Annual Report 2018Detail →
2017-06-30FundsmithBullFundsmith Equity Fund Interim Report 2017Detail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 3% · latest net margin 20.3% · FCF consistently positive
Revenue$3.17B
Rev. YoY+7%
Gross margin59.3%
Net margin20.3%
Net income$0.64B
Free cash flow$0.54B
Operating cash flow$0.65B
ROE25.1%