← Top Holdings

ADBEAdobe, Inc.

CUSIP: 00724F101

🔥 Bought by 3 superinvestors this quarter

13

Guru Owners

$963.4M

Total Value Held

4.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	2495595	$606.6M	0.33%	$243.08	Q1 2026
William Von Mueffling	Cantillon Capital Management	1019710	$247.9M	1.65%	$243.08	Q1 2026
Samantha McLemore	Patient Capital Management	297279	$72.3M	2.64%	$243.08	Q1 2026
Christopher Davis	Davis Selected Advisers	45139	$11.0M	0.05%	$243.10	Q1 2026
Jensen Investment Management	Jensen Investment Management	33832	$8.2M	0.16%	$243.08	Q1 2026
FPA Queens Road	Bragg Financial Advisors	32387	$7.9M	0.25%	$243.08	Q1 2026
Hillman Value Fund	Hillman Capital Management	16200	$3.9M	2.73%	$243.08	Q1 2026
Polen Capital	Polen Capital Management	11868	$2.9M	0.02%	$243.08	Q1 2026
Lindsell Train	Lindsell Train	7000	$1.7M	0.05%	$243.08	Q1 2026
Mairs & Power	Mairs & Power	2009	$488K	0.00%	$243.08	Q1 2026
Ray Dalio	Bridgewater Associates	1312	$319K	0.00%	$243.08	Q1 2026
Richard Pzena	Pzena Investment Management	1010	$246K	0.00%	$243.08	Q1 2026
Robert Olstein	Olstein Capital Management	25000	$6K	1.33%	$0.24	Q1 2026

$606.6M

0.33%

William Von Mueffling

$247.9M

1.65%

Samantha McLemore

$72.3M

2.64%

Christopher Davis

$11.0M

0.05%

Jensen Investment Management

$8.2M

0.16%

FPA Queens Road

$7.9M

0.25%

Hillman Value Fund

$3.9M

2.73%

$2.9M

0.02%

$1.7M

0.05%

$488K

0.00%

$319K

0.00%

$246K

0.00%

$6K

1.33%

📊 Fundamentals

Market Cap$88.1B

P/E Ratio12.7x

Below market avg

Forward P/E8.0x

P/FCF9.6x

EPS (TTM)$17.48

Revenue (TTM)$25.2B

Profit Margin28.69%

Beta1.43

52-Week Range

$190.12

$386.60

Current: $221.54

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 12.7x trailing earnings → 8.0x forward · 28.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2613 owners · $963.4M

INCREASEDDodge & Cox$606.6M

REDUCEDWilliam Von Mueffling$247.9M

NEWSamantha McLemore$72.3M

NEWChristopher Davis$11.0M

REDUCEDJensen Investment Management$8.2M

INCREASEDFPA Queens Road$7.9M

REDUCEDHillman Value Fund$3.9M

REDUCEDPolen Capital$2.9M

INCREASEDLindsell Train$1.7M

INCREASEDRay Dalio$319K

REDUCEDRichard Pzena$246K

INCREASEDRobert Olstein$6K

SOLDPhilippe Laffont

SOLDLee Ainslie

Q4 '2514 owners · $2.43B

INCREASEDDodge & Cox$757.5M

REDUCEDPolen Capital$470.9M

INCREASEDRay Dalio$446.3M

INCREASEDWilliam Von Mueffling$405.0M

INCREASEDPhilippe Laffont$305.9M

REDUCEDJensen Investment Management$12.1M

INCREASEDFPA Queens Road$10.5M

INCREASEDRobert Olstein$5.6M

REDUCEDTorray LLC$5.2M

NEWLee Ainslie$4.9M

REDUCEDHillman Value Fund$2.5M

INCREASEDLindsell Train$1.9M

REDUCEDMairs & Power$703K

INCREASEDRichard Pzena$293K

Q3 '2514 owners · $2.28B

REDUCEDPolen Capital$655.1M

REDUCEDDodge & Cox$562.1M

REDUCEDRay Dalio$445.4M

REDUCEDWilliam Von Mueffling$352.9M

INCREASEDFPA Queens Road$10.0M

REDUCEDTorray LLC$5.8M

INCREASEDRobert Olstein$5.4M

INCREASEDHillman Value Fund$3.0M

INCREASEDLindsell Train$1.6M

REDUCEDMairs & Power$716K

INCREASEDRichard Pzena$283K

Q2 '2514 owners · $2.20B

INCREASEDPolen Capital$1.30B

INCREASEDWilliam Von Mueffling$331.4M

INCREASEDRay Dalio$282.2M

REDUCEDPhilippe Laffont$236.2M

INCREASEDFPA Queens Road$10.2M

REDUCEDDodge & Cox$7.6M

REDUCEDTorray LLC$6.4M

NEWTom Gayner$5.4M

NEWRobert Olstein$3.9M

REDUCEDHillman Value Fund$3.2M

INCREASEDMairs & Power$823K

NEWRichard Pzena$226K

SOLDWallace Weitz

Q1 '2512 owners · $1.95B

NEWPolen Capital$1.08B

NEWWilliam Von Mueffling$305.6M

INCREASEDPhilippe Laffont$266.2M

INCREASEDRay Dalio$223.7M

INCREASEDWallace Weitz$31.6M

NEWJensen Investment Management$16.9M

INCREASEDFPA Queens Road$9.5M

REDUCEDDodge & Cox$7.6M

INCREASEDTorray LLC$6.7M

NEWHillman Value Fund$3.8M

INCREASEDMairs & Power$791K

SOLDAndreas Halvorsen

Q4 '249 owners · $1.48B

INCREASEDPhilippe Laffont$784.3M

REDUCEDAndreas Halvorsen$549.0M

REDUCEDRay Dalio$104.8M

NEWFPA Queens Road$10.2M

REDUCEDDodge & Cox$9.3M

NEWTorray LLC$6.1M

SOLDDavid Tepper

SOLDStanley Druckenmiller

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

9%analyst est. 8.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

36.6%current: 36.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ADBE: Held by 13 superinvestors · 50 congress member trades

BUYMarkwayne MullinR

$15,001 - $50,0002026-01-05

$1,001 - $15,0002025-11-12

$1,001 - $15,0002025-11-10

SELLJulie JohnsonD

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-11-03

SELLJulia LetlowR

$1,001 - $15,0002025-10-16

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-10-15

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-19

SELLGil CisnerosD

$1,001 - $15,0002025-08-05

$1,001 - $15,0002025-08-04

SELLThomas Kean JrR

$1,001 - $15,0002025-07-29

$15,001 - $50,0002025-07-25

SELLLisa McClainR

$1,001 - $15,0002025-07-10

BUYLisa McClainR

$1,001 - $15,0002025-06-23

$15,001 - $50,0002025-06-23

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-06-06

$15,001 - $50,0002025-05-19

BUYMarkwayne MullinR

$15,001 - $50,0002025-05-13

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

ADBE Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker