← Top Holdings

BSXBOSTON SCIENTIFIC CORP

CUSIP: 101137107

7

Guru Owners

$380.0M

Total Value Held

6.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Lee Ainslie	Maverick Capital	4195089	$263.2M	3.04%	$62.75	Q1 2026
Lee AinslieCALL	Maverick Capital	1000000	$62.8M	0.72%	$62.75	Q1 2026
Polen Capital	Polen Capital Management	579739	$36.4M	0.25%	$62.75	Q1 2026
Stephen Mandel	Lone Pine Capital	104655	$6.6M	0.05%	$62.75	Q1 2026
Dodge & Cox	Dodge & Cox	88885	$5.6M	0.00%	$62.75	Q1 2026
Ray Dalio	Bridgewater Associates	76992	$4.8M	0.02%	$62.75	Q1 2026
Mairs & Power	Mairs & Power	10176	$639K	0.01%	$62.75	Q1 2026

$263.2M

3.04%

Lee AinslieCALL

$62.8M

0.72%

$36.4M

0.25%

$6.6M

0.05%

$5.6M

0.00%

$4.8M

0.02%

$639K

0.01%

📊 Fundamentals

Market Cap$67.3B

P/E Ratio19.0x

Near market avg

Forward P/E12.2x

P/FCF24.0x

EPS (TTM)$2.39

Revenue (TTM)$20.6B

Profit Margin17.29%

Beta0.58

52-Week Range

$42.25

$109.50

Current: $45.30

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.0x trailing earnings → 12.2x forward · 17.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $380.0M

INCREASEDLee Ainslie$263.2M

REDUCEDLee Ainslie$62.8M

INCREASEDPolen Capital$36.4M

REDUCEDStephen Mandel$6.6M

REDUCEDRay Dalio$4.8M

SOLDJohn Armitage

SOLDAndreas Halvorsen

Q4 '258 owners · $1.45B

INCREASEDJohn Armitage$513.5M

REDUCEDPolen Capital$383.3M

NEWLee Ainslie$280.7M

REDUCEDAndreas Halvorsen$239.3M

NEWStephen Mandel$19.2M

INCREASEDRay Dalio$8.9M

REDUCEDMairs & Power$970K

Q3 '256 owners · $1.35B

NEWPolen Capital$546.6M

INCREASEDJohn Armitage$518.7M

REDUCEDAndreas Halvorsen$257.9M

REDUCEDRay Dalio$15.6M

REDUCEDDodge & Cox$8.7M

NEWMairs & Power$1.0M

Q2 '254 owners · $518.3M

INCREASEDAndreas Halvorsen$327.1M

NEWJohn Armitage$176.3M

REDUCEDDodge & Cox$9.7M

REDUCEDRay Dalio$5.2M

SOLDMairs & Power

Q1 '254 owners · $256.5M

INCREASEDAndreas Halvorsen$239.8M

REDUCEDDodge & Cox$9.3M

INCREASEDRay Dalio$6.5M

Q4 '244 owners · $218.0M

REDUCEDAndreas Halvorsen$194.0M

REDUCEDRay Dalio$14.6M

REDUCEDDodge & Cox$8.5M

💰 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

8%analyst est. 8.1%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.6%current: 13.6%

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

BSX: Held by 7 superinvestors · 31 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-30

BUYMarkwayne MullinR

$15,001 - $50,0002025-12-29

SELLGil CisnerosD

$1,001 - $15,0002025-12-24

SELLJohn BoozmanR

$1,001 - $15,0002025-12-17

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

SELLLisa McClainR

$1,001 - $15,0002025-10-31

SELLLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLKevin HernR

$15,001 - $50,0002025-10-28

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

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

SELLLisa McClainR

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

SELLGil CisnerosD

$1,001 - $15,0002025-07-31

SELLGil CisnerosD

$1,001 - $15,0002025-06-26

SELLGil CisnerosD

$1,001 - $15,0002025-06-11

SELLGil CisnerosD

$1,001 - $15,0002025-05-13

SELLJefferson ShreveR

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

SELLGil CisnerosD

$1,001 - $15,0002025-04-28

$1,001 - $15,0002025-04-23

SELLBruce WestermanR

$1,001 - $15,0002025-04-21