← Top Holdings
EQIXEQUINIX INC
CUSIP: 29444U700
5
Guru Owners
$1.27B
Total Value Held
1.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Coatue Management | 1090886 | $1.07B | 3.68% | $980.24 | Q1 2026 | |
| Elliott Investment Management | 150000 | $147.0M | 0.73% | $980.24 | Q1 2026 | |
| Bridgewater Associates | 24782 | $24.3M | 0.11% | $980.24 | Q1 2026 | |
| Davis Selected Advisers | 21223 | $20.8M | 0.10% | $980.24 | Q1 2026 | |
| Bragg Financial Advisors | 7345 | $7.2M | 0.23% | $980.27 | Q1 2026 |
📊 Fundamentals
Market Cap$100.9B
P/E Ratio69.0x
Above market avg
Forward P/E53.2x
P/FCF37.0x
EPS (TTM)$14.83
Revenue (TTM)$9.5B
Profit Margin14.93%
Div Yield1.97%
Beta0.97
52-Week Range
$720.62
$1128.68
Current: $1022.93
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 69.0x trailing earnings → 53.2x forward · 14.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '265 owners · $1.27B
Q4 '254 owners · $156.1M
Q3 '255 owners · $184.6M
Q2 '253 owners · $68.2M
SOLDPaul Singer
Q1 '254 owners · $140.8M
Q4 '243 owners · $24.8M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
10%analyst est. 10.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
28.6%current: 28.6%
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
EQIX: Held by 5 superinvestors · 8 congress member trades
$1,001 - $15,0002025-11-10
$1,001 - $15,0002025-08-26
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-11
$1,001 - $15,0002025-07-01
$1,001 - $15,0002025-05-28
$1,001 - $15,0002025-04-07
$1,001 - $15,0002025-03-27