MTSIMACOM TECH SOLUTIONS HLDGS I

CUSIP: 55405Y100

Guru Owners

$2.9M

Total Value Held

17,122

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	17122	$2.9M	0.01%	$171.28	Q4 2025

Ray Dalio

$2.9M

0.01%

📊 Fundamentals

Market Cap$21.1B

P/E Ratio126.8x

Above market avg

Forward P/E50.4x

P/FCF354.0x

EPS (TTM)$2.22

Revenue (TTM)$1.0B

Profit Margin15.88%

Beta1.48

52-Week Range

$95.73

$288.51

Current: $281.60

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 126.8x trailing earnings → 50.4x forward · 15.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $2.9M

REDUCEDRay Dalio$2.9M

Q3 '251 owners · $3.4M

REDUCEDRay Dalio$3.4M

Q1 '241 owners · $7.3M

No changes

💰 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

18%analyst est. 17.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.8%current: 5.8%

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

MTSI: Held by 1 superinvestors · 4 congress member trades

SELLGil CisnerosD

$1,001 - $15,0002026-01-20

SELLGil CisnerosD

$1,001 - $15,0002025-11-13

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-02-10