← Top Holdings
PDDPDD HOLDINGS INC
CUSIP: 722304102
6
Guru Owners
$1.32B
Total Value Held
11.6M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Himalaya Capital Management | 4608000 | $522.5M | 14.64% | $113.39 | Q4 2025 | |
| Dodge & Cox | 4439800 | $503.4M | 0.27% | $113.39 | Q4 2025 | |
| Appaloosa Management | 1775000 | $201.3M | 2.91% | $113.39 | Q4 2025 | |
| Punch Card Management | 415004 | $47.1M | 15.64% | $113.39 | Q4 2025 | |
| Causeway Capital Management | 371241 | $42.1M | 0.58% | $113.39 | Q4 2025 | |
| Polen Capital Management | 31329 | $3.6M | 0.02% | $113.39 | Q4 2025 |
📊 Fundamentals
Market Cap$143.4B
P/E Ratio10.3x
Below market avg
Forward P/E7.1x
P/FCF1.7x
EPS (TTM)$9.84
Revenue (TTM)$431.8B
Profit Margin23.01%
Beta0.06
52-Week Range
$95.24
$139.41
Current: $101.01
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 10.3x trailing earnings → 7.1x forward · 23.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '256 owners · $1.32B
Q3 '255 owners · $951.1M
Q2 '254 owners · $741.8M
Q1 '256 owners · $1.30B
SOLDPhilippe Laffont
SOLDMichael Burry
Q4 '245 owners · $920.6M
Q3 '243 owners · $1.23B
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
12%analyst est. 12.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
19.3%current: 19.3%
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