← Top Holdings

JOYYJOYY INC

CUSIP: 46591M109

2

Guru Owners

$46.3M

Total Value Held

792,757

Total Shares

$43.8M
0.54%
$2.5M
0.00%

📊 Fundamentals

Market Cap$3.5B
P/E Ratio15.9x
Near market avg
Forward P/E11.0x
EPS (TTM)$4.37
Revenue (TTM)$2.2B
Profit Margin10.36%
Div Yield6.91%
Beta0.48

52-Week Range

$48.53
$70.96

Current: $69.60

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.9x trailing earnings → 11.0x forward · 10.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$14.6M$29.2M$43.8M$58.3MQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $46.3M
REDUCEDSarah Ketterer$43.8M
REDUCEDDodge & Cox$2.5M
Q4 '252 owners · $55.8M
INCREASEDSarah Ketterer$52.6M
SOLDPhilippe Laffont
Q3 '253 owners · $58.3M
INCREASEDSarah Ketterer$46.3M
NEWPhilippe Laffont$9.1M
Q2 '252 owners · $39.8M
REDUCEDSarah Ketterer$37.3M
REDUCEDDodge & Cox$2.5M
Q1 '252 owners · $5.9M
NEWSarah Ketterer$3.7M
INCREASEDDodge & Cox$2.2M
Q4 '241 owners · $1.5M
NEWDodge & Cox$1.5M
SOLDHoward Marks

💰 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
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
1.1%current: 1.1%
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