大师持有数 · 近 4 季ⓘ
2
2025Q2 – 2026Q1 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Baillie Giffordⓘ减仓-7.54%$265M0.27%长期成长 / 全球配置
Patient Capitalⓘ加仓+4.79%$132M4.81%逆向成长价值 / 时间套利
机构如何谈论它ⓘ
2026-07-09Patient Capital Management看多2Q26 Portfolio Activity & Attribution详情 →
2025-10-10Patient Capital Management看多3Q25 Portfolio Recap详情 →
2025-10-10Patient Capital Management看多3Q25 Portfolio Activity & Attribution详情 →
2025-07-11Patient Capital Management看多A Gem Cannot Be Polished Without Friction, Nor a Man Perfected Without Trials详情 →
2025-07-11Patient Capital Management看多2Q25 Portfolio Activity and Attribution详情 →
2025-04-15Patient Capital Management看多1Q25 Samantha's Quarterly Letter详情 →
2024-10-09Patient Capital Management看多What Every Portfolio Needs: Underperformers详情 →
2024-10-08Patient Capital Management看多3Q24 Portfolio Activity and Attribution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 258% · 最新净利率 -4.1% · 自由现金流持续为正
营收$6.84B
营收同比+11925%
毛利率23%
净利率-4.1%
净利润-$0.28B
自由现金流$0.18B
经营现金流$0.26B
ROE-2.9%