← Top Holdings

INFYINFOSYS LTD

CUSIP: 456788108

2

Guru Owners

$32.4M

Total Value Held

2.4M

Total Shares

$25.6M
0.31%
$6.8M
0.05%

📊 Fundamentals

Market Cap$45.6B
P/E Ratio13.6x
Below market avg
Forward P/E12.7x
P/FCF14.4x
EPS (TTM)$0.83
Revenue (TTM)$20.2B
Profit Margin16.43%
Div Yield4.65%
Beta0.13

52-Week Range

$10.34
$30.00

Current: $11.27

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.6x trailing earnings → 12.7x forward · 16.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$38.5M$77.1M$115.6M$154.2MQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $32.4M
REDUCEDSarah Ketterer$25.6M
SOLDPhilippe Laffont
SOLDHoward Marks
Q4 '254 owners · $154.2M
NEWPhilippe Laffont$81.5M
REDUCEDSarah Ketterer$44.2M
NEWHoward Marks$19.5M
NEWLeopold Aschenbrenner$8.9M
SOLDJohn Rogers
Q3 '252 owners · $4.8M
NEWJohn Rogers$189K
Q2 '251 owners · $5.3M
INCREASEDSarah Ketterer$5.3M
Q1 '251 owners · $48.1M
NEWSarah Ketterer$48.1M
SOLDHoward Marks
Q4 '241 owners · $36.8M
REDUCEDHoward Marks$36.8M

💰 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. 4.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
15.7%current: 15.7%
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

🏛️ Congressional Trades

INFY: Held by 2 superinvestors · 5 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-08-13
BUYLisa McClainR
$1,001 - $15,0002025-08-04
SELLLisa McClainR
$1,001 - $15,0002025-06-24
BUYLisa McClainR
$1,001 - $15,0002025-06-17
SELLSheri BiggsR
$1,001 - $15,0002025-03-18