Manager holders · last 4 qtrsⓘ
1
2025Q2 – 2026Q1 · flat QoQ
Total position
$128M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-6.85%$121M0.11%Long-term growth / Global allocation
MarathonAdd+13.48%$8M0.29%Capital cycle / Contrarian value
What managers sayⓘ
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 8% · latest net margin -2.3% · FCF consistently positive
Revenue$2.28B
Rev. YoY-4.8%
Gross margin51%
Net margin-2.3%
Net income-$0.05B
Free cash flow$0.74B
Operating cash flow$0.76B
ROE-6.2%