Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$492M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
SandsⓘTrim-7.07%$332M1.3%High-conviction growth / Innovation-led
Baillie GiffordⓘTrim-73%$160M0.16%Long-term growth / Global allocation
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 8% · latest net margin 5.4% · FCF volatile
Revenue$24.2B
Rev. YoY+0.3%
Gross margin42.8%
Net margin5.4%
Net income$1.31B
Free cash flow$2.42B
Operating cash flow$2.58B
ROE5.9%