← Top Holdings

MNDYMONDAY COM LTD

CUSIP: M7S64H106

1

Guru Owners

$27.6M

Total Value Held

400,000

Total Shares

$27.6M
5.28%

📊 Fundamentals

Market Cap$3.5B
P/E Ratio35.7x
Above market avg
Forward P/E15.2x
P/FCF14.1x
EPS (TTM)$2.29
Revenue (TTM)$1.3B
Profit Margin9.17%
Beta1.25

52-Week Range

$57.50
$315.00

Current: $81.82

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.7x trailing earnings → 15.2x forward · 9.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$100.0M$200.0M$300.0M$399.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $27.6M
NEWGreg Alexander$27.6M
SOLDDennis Hong
SOLDRay Dalio
SOLDPolen Capital
Q4 '253 owners · $84.5M
REDUCEDDennis Hong$37.5M
INCREASEDRay Dalio$35.3M
INCREASEDPolen Capital$11.7M
Q3 '253 owners · $135.5M
INCREASEDDennis Hong$72.5M
NEWRay Dalio$38.6M
REDUCEDPolen Capital$24.4M
SOLDHenry Ellenbogen
Q2 '253 owners · $178.8M
REDUCEDDennis Hong$88.4M
INCREASEDHenry Ellenbogen$59.7M
INCREASEDPolen Capital$30.7M
Q1 '253 owners · $154.7M
REDUCEDDennis Hong$92.1M
REDUCEDHenry Ellenbogen$45.3M
NEWPolen Capital$17.3M
SOLDPhilippe Laffont
Q4 '243 owners · $268.4M
INCREASEDHenry Ellenbogen$110.1M
INCREASEDDennis Hong$89.2M
NEWPhilippe Laffont$69.1M

💰 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
16%analyst est. 16.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
19.1%current: 19.1%
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