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-3.83%$158M0.14%长期成长 / 全球配置
Patient Capitalⓘ加仓+140.55%$75M2.75%逆向成长价值 / 时间套利
机构如何谈论它ⓘ
2026-08-04Patient Capital Management中性Opportunity Equity Strategy Update for 7/24/2026 – 7/31/2026详情 →
2026-07-27Patient Capital Management看多Finding Patience in... an Early 2000s Hip-Hop Song?详情 →
2026-07-10Patient Capital Management看多Finding Patience in... an Early 2000s Hip-Hop Song?详情 →
2026-07-09Patient Capital Management中性2Q26 Portfolio Activity & Attribution详情 →
2026-07-06Patient Capital Management看多Opportunity Equity Strategy Update for 6/26/2026 – 7/02/2026详情 →
2026-07-01Baillie Gifford US Growth Trust看多Baillie Gifford US Growth Trust Valuation - 31 May 2026详情 →
2026-07-01The Monks Investment Trust (Baillie Gifford)看多Monks Valuation - 31 May 2026详情 →
2026-04-09Patient Capital Management看多“The Worst Brings Out the Best in Us” - Dr. Edith Eger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 -2% · 最新净利率 17.6% · 自由现金流有波动
营收$7.18B
营收同比+9.4%
毛利率—
净利率17.6%
净利润$1.26B
自由现金流—
经营现金流$2.43B
ROE8.5%