← Top Holdings

ICEIntercontinental Exchange

CUSIP: 45866F104

🔥 Bought by 4 superinvestors this quarter

7

Guru Owners

$4.63B

Total Value Held

28.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	15584531	$2.52B	3.19%	$161.96	Q4 2025
Andreas Halvorsen	Viking Global Investors	4803197	$777.9M	2.06%	$161.96	Q4 2025
William Von Mueffling	Cantillon Capital Management	3337982	$540.6M	2.92%	$161.96	Q4 2025
Sequoia Fund	Ruane, Cunniff & Goldfarb	2703907	$437.9M	6.84%	$161.96	Q4 2025
AKO Capital	AKO Capital	2084185	$337.6M	5.14%	$161.96	Q4 2025
Ray Dalio	Bridgewater Associates	47051	$7.6M	0.03%	$161.96	Q4 2025
Tom Gayner	Markel Group	20870	$3.4M	0.03%	$161.96	Q4 2025

$2.52B

3.19%

Andreas Halvorsen

$777.9M

2.06%

William Von Mueffling

$540.6M

2.92%

$437.9M

6.84%

$337.6M

5.14%

$7.6M

0.03%

$3.4M

0.03%

📊 Fundamentals

Market Cap$91.2B

P/E Ratio27.8x

Above market avg

Forward P/E18.4x

P/FCF26.2x

EPS (TTM)$5.77

Revenue (TTM)$9.9B

Profit Margin33.38%

Div Yield1.30%

Beta1.04

52-Week Range

$143.17

$189.35

Current: $160.52

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.8x trailing earnings → 18.4x forward · 33.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '257 owners · $4.63B

INCREASEDBill Nygren$2.52B

NEWAndreas Halvorsen$777.9M

INCREASEDWilliam Von Mueffling$540.6M

REDUCEDSequoia Fund$437.9M

INCREASEDAKO Capital$337.6M

INCREASEDRay Dalio$7.6M

REDUCEDTom Gayner$3.4M

SOLDJohn Armitage

Q3 '257 owners · $3.27B

REDUCEDBill Nygren$1.72B

REDUCEDWilliam Von Mueffling$558.2M

REDUCEDSequoia Fund$462.2M

REDUCEDAKO Capital$351.1M

REDUCEDJohn Armitage$174.6M

NEWRay Dalio$3.5M

INCREASEDTom Gayner$947K

SOLDDaniel Loeb

Q2 '257 owners · $3.78B

REDUCEDBill Nygren$1.88B

REDUCEDWilliam Von Mueffling$614.5M

REDUCEDSequoia Fund$508.0M

REDUCEDAKO Capital$402.1M

REDUCEDJohn Armitage$198.1M

INCREASEDDaniel Loeb$174.3M

SOLDAndreas Halvorsen

Q1 '258 owners · $4.37B

NEWBill Nygren$1.97B

NEWWilliam Von Mueffling$594.6M

INCREASEDAndreas Halvorsen$552.1M

REDUCEDSequoia Fund$482.0M

REDUCEDAKO Capital$393.7M

REDUCEDJohn Armitage$190.0M

REDUCEDDaniel Loeb$189.8M

SOLDFrancois Rochon

Q4 '247 owners · $1.94B

REDUCEDSequoia Fund$716.3M

NEWAndreas Halvorsen$412.4M

REDUCEDAKO Capital$388.3M

NEWJohn Armitage$109.3M

Q3 '245 owners · $1.62B

REDUCEDSequoia Fund$805.2M

INCREASEDAKO Capital$478.6M

INCREASEDDaniel Loeb$334.9M

NEWFrancois Rochon$2.7M

💰 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

5%analyst est. 4.9%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

35.1%current: 35.1%

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

ICE: Held by 7 superinvestors · 14 congress member trades

BUYMarkwayne MullinR

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

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

BUYRich McCormickR

$1,001 - $15,0002025-11-05

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

SELLJosh GottheimerD

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

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-02-25

$15,001 - $50,0002025-01-22

$1,001 - $15,0002025-01-17

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

$15,001 - $50,0002024-11-12

BUYJulia LetlowR

$1,001 - $15,0002024-10-23

BUYJosh GottheimerD

$1,001 - $15,0002024-03-18

BUYRich McCormickR

$1,001 - $15,0002023-03-15