PATHUIPATH INC

CUSIP: 90364P105

Guru Owners

$36.7M

Total Value Held

2.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	2224610	$36.5M	0.13%	$16.39	Q4 2025
Mairs & Power	Mairs & Power	12125	$199K	0.00%	$16.39	Q4 2025

Ray Dalio

$36.5M

0.13%

Mairs & Power

$199K

0.00%

📊 Fundamentals

Market Cap$6.0B

P/E Ratio21.5x

Near market avg

Forward P/E12.5x

P/FCF12.6x

EPS (TTM)$0.52

Revenue (TTM)$1.6B

Profit Margin17.53%

Beta1.02

52-Week Range

$9.28

$19.84

Current: $11.19

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.5x trailing earnings → 12.5x forward · 17.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $36.7M

REDUCEDRay Dalio$36.5M

SOLDPhilippe Laffont

Q3 '253 owners · $63.9M

INCREASEDRay Dalio$33.4M

NEWMairs & Power$162K

Q2 '252 owners · $59.7M

INCREASEDRay Dalio$30.7M

REDUCEDPhilippe Laffont$29.1M

Q1 '252 owners · $49.2M

INCREASEDRay Dalio$24.1M

Q4 '242 owners · $45.5M

REDUCEDRay Dalio$14.6M

Q3 '242 owners · $37.4M

REDUCEDRay Dalio$6.2M

💰 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

8%analyst est. 8.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

29.4%current: 29.4%

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