← Top Holdings

AXGNAXOGEN INC

CUSIP: 05463X106

2

Guru Owners

$12.5M

Total Value Held

376,590

Total Shares

📊 Fundamentals

Market Cap$2.1B
Forward P/E54.2x
P/FCF114.8x
EPS (TTM)$-0.64
Revenue (TTM)$238.1M
Profit Margin-13.21%
Beta1.09

52-Week Range

$12.39
$46.95

Current: $39.49

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$3.5M$7.0M$10.5M$14.1MQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $12.5M
REDUCEDFirst Eagle$11.7M
Q4 '252 owners · $14.1M
REDUCEDFirst Eagle$13.3M
Q3 '252 owners · $8.1M
INCREASEDFirst Eagle$7.7M
REDUCEDMairs & Power$392K
Q2 '252 owners · $2.2M
NEWFirst Eagle$1.9M
INCREASEDMairs & Power$293K
Q1 '251 owners · $315K

No changes

Q4 '241 owners · $280K

No changes

💰 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
18%analyst est. 17.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.7%current: 7.7%
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