大师持有数 · 近 5 季ⓘ
2
2025Q2 – 2026Q2 · 较上季 +1
持仓机构本季动作仓位价值占其组合风格
TCIⓘ新建$758M1.44%集中持股 / 价值投资
Baillie Giffordⓘ减仓-8.79%$572M0.52%长期成长 / 全球配置
机构如何谈论它ⓘ
2026-07-09The Monks Investment Trust (Baillie Gifford)看多Baillie Gifford Monks Investment Trust Factsheet详情 →
2026-07-09Baillie Gifford Global Alpha Growth Fund看多Baillie Gifford Global Alpha Growth Fund Factsheet详情 →
2026-07-09Baillie Gifford International Fund看多Baillie Gifford International Fund Factsheet详情 →
2026-07-01The Monks Investment Trust (Baillie Gifford)看多Monks Valuation - 31 May 2026详情 →
2026-04-16Hosking Partners中性First Impressions: Q&A with Michael Godfrey详情 →
2025-09-30Baillie Gifford Global Alpha Growth Fund看空Baillie Gifford UK & Balanced Funds ICVC Interim Report - July 2025详情 →
2023-11-10Voss Capital中性Paving the Road to Alpha — Long CRH详情 →
2007-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2007详情 →
财报电话会ⓘ
财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K
近5年营收年化 3% · 最新净利率 18.5% · 自由现金流持续为正
营收$6.15B
营收同比+8.6%
毛利率30.7%
净利率18.5%
净利润$1.14B
自由现金流$0.98B
经营现金流$1.78B
ROE11.3%