← Top Holdings

BANDBANDWIDTH INC

CUSIP: 05988JAD5

1

Guru Owners

$3.7M

Total Value Held

4.2M

Total Shares

$3.7M
0.06%

📊 Fundamentals

Market Cap$2.2B
Forward P/E30.2x
P/FCF26.9x
EPS (TTM)$-0.43
Revenue (TTM)$788.4M
Profit Margin-0.64%
Beta2.92

52-Week Range

$12.50
$75.98

Current: $67.56

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$3.0M$6.0M$8.9M$11.9MQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $3.7M
INCREASEDHoward Marks$3.7M
Q4 '251 owners · $11.9M
REDUCEDHoward Marks$11.9M
Q3 '251 owners · $7.4M
INCREASEDHoward Marks$7.4M
Q2 '251 owners · $3.6M
INCREASEDHoward Marks$3.6M
Q1 '251 owners · $2.4M
REDUCEDHoward Marks$2.4M
Q4 '241 owners · $4.1M
REDUCEDHoward Marks$4.1M

💰 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
4%analyst est. 4.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.2%current: 10.2%
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