Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$958M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
PolenⓘTrim-24.08%$499M3.45%Quality growth / GARP concentrated
FundsmithⓘTrim-0.6%$458M3.57%Quality growth / Long-term concentrated
What managers sayⓘ
2025-12-31FundsmithBullFundsmith Annual Letter to Shareholders 2025Detail →
2025-12-31FundsmithBullFundsmith Equity Fund Annual Report 2025Detail →
2025-06-30FundsmithBullFundsmith Equity Fund Interim Report 2025Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 5% · latest net margin 28.2% · FCF consistently positive
Revenue$9.47B
Rev. YoY+2.3%
Gross margin71.8%
Net margin28.2%
Net income$2.67B
Free cash flow$2.28B
Operating cash flow$2.90B
ROE80.2%