MSTR (STRATEGY INC) is held by 2 tracked superinvestors with an aggregate position value of $7M based on the most recent SEC 13F filings. Top institutional holders include: Bill Miller, Ray Dalio.

How much MSTR do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $7M in MSTR positions worth 57,626 shares.

What is the largest holder of MSTR?

The largest tracked holder of MSTR is Bill Miller (Miller Value Partners) with 52,058 shares worth $6M, representing 1.70% of their portfolio.

← Top Holdings

MSTRSTRATEGY INC

CUSIP: 594972408

Guru Owners

$7.2M

Total Value Held

57,626

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Miller	Miller Value Partners	52058	$6.5M	1.70%	$124.80	Q1 2026
Ray Dalio	Bridgewater Associates	5568	$695K	0.00%	$124.80	Q1 2026

Bill Miller

$6.5M

1.70%

Ray Dalio

$695K

0.00%

📊 Fundamentals

Market Cap$34.8B

Forward P/E21.8x

EPS (TTM)$-35.74

Revenue (TTM)$490.5M

Profit Margin0.00%

Beta3.54

52-Week Range

$81.81

$457.22

Current: $97.36

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $7.2M

INCREASEDBill Miller$6.5M

REDUCEDRay Dalio$695K

Q4 '252 owners · $5.4M

INCREASEDBill Miller$3.8M

SOLDSamantha McLemore

Q3 '253 owners · $8.8M

INCREASEDRay Dalio$3.2M

NEWSamantha McLemore$674K

Q2 '252 owners · $9.1M

INCREASEDRay Dalio$2.9M

Q1 '252 owners · $6.2M

NEWRay Dalio$1.8M

Q4 '241 owners · $4.4M

REDUCEDBill Miller$4.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 3.5%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -1773.7%

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

MSTR: Held by 2 superinvestors · 5 congress member trades

BUYGil CisnerosD

$15,001 - $50,0002025-08-06

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

BUYJefferson ShreveR

$15,001 - $50,0002025-02-24

BUYNeal DunnR

$15,001 - $50,0002024-12-24

BUYShri ThanedarD

$15,001 - $50,0002024-07-01