← Top Holdings

NETCLOUDFLARE INC

CUSIP: 18915M107

1

Guru Owners

$8.1M

Total Value Held

40,897

Total Shares

$8.1M
0.03%

📊 Fundamentals

Market Cap$68.7B
Forward P/E135.1x
P/FCF177.1x
EPS (TTM)$-0.29
Revenue (TTM)$2.2B
Profit Margin-4.72%
Beta2.03

52-Week Range

$89.42
$260.00

Current: $195.19

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.0M$4.0M$6.0M$8.1MQ3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $8.1M
INCREASEDRay Dalio$8.1M
Q3 '251 owners · $3.2M

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
27%analyst est. 27.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
17.9%current: 17.9%
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

NET: Held by 1 superinvestors · 11 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-01-30
SELLGil CisnerosD
$1,001 - $15,0002025-12-24
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
BUYGil CisnerosD
$1,001 - $15,0002025-10-17
BUYJosh GottheimerD
$1,001 - $15,0002025-06-20
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
SELLRo KhannaD
$1,001 - $15,0002025-04-23
SELLRob BresnahanR
$1,001 - $15,0002025-04-08
SELLRob BresnahanR
$1,001 - $15,0002025-04-04
BUYRob BresnahanR
$1,001 - $15,0002025-02-10
BUYRo KhannaD
$1,001 - $15,0002024-10-22