← Top Holdings

NTAPNETAPP INC

CUSIP: 64110D104

2

Guru Owners

$54.3M

Total Value Held

507,368

Total Shares

$34.6M
0.37%
$19.8M
0.07%

📊 Fundamentals

Market Cap$22.1B
P/E Ratio18.8x
Near market avg
Forward P/E13.1x
P/FCF19.8x
EPS (TTM)$5.96
Revenue (TTM)$6.7B
Profit Margin18.07%
Div Yield1.95%
Beta1.29

52-Week Range

$81.73
$126.66

Current: $111.81

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 18.8x trailing earnings → 13.1x forward · 18.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$19.6M$39.2M$58.8M$78.4MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $54.3M
REDUCEDJohn Rogers$34.6M
REDUCEDRay Dalio$19.8M
Q3 '252 owners · $78.4M
REDUCEDJohn Rogers$40.7M
INCREASEDRay Dalio$37.7M
Q2 '252 owners · $69.6M
INCREASEDJohn Rogers$36.7M
INCREASEDRay Dalio$32.8M
Q1 '253 owners · $28.5M
REDUCEDJohn Rogers$25.0M
INCREASEDLee Ainslie$2.0M
INCREASEDRay Dalio$1.5M
Q4 '243 owners · $49.3M
REDUCEDJohn Rogers$45.5M
REDUCEDLee Ainslie$2.1M
INCREASEDRay Dalio$1.7M
Q3 '243 owners · $55.9M
REDUCEDJohn Rogers$50.4M
INCREASEDLee Ainslie$3.9M
REDUCEDRay Dalio$1.6M

💰 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
5%analyst est. 5.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.6%current: 16.6%
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

NTAP: Held by 2 superinvestors · 9 congress member trades

$1,001 - $15,0002025-04-23
$1,001 - $15,0002025-04-15
$1,001 - $15,0002025-03-12
$1,001 - $15,0002025-03-06
$1,001 - $15,0002025-02-19
$1,001 - $15,0002024-12-04
$1,001 - $15,0002024-11-21
$1,001 - $15,0002024-11-12
$1,001 - $15,0002024-10-09