← Top Holdings
PDDPDD HOLDINGS INC
CUSIP: 722304102
6
Guru Owners
$1.09B
Total Value Held
10.7M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Himalaya Capital Management | 4608000 | $470.8M | 14.71% | $102.18 | Q1 2026 | |
| Dodge & Cox | 4537600 | $463.7M | 0.25% | $102.18 | Q1 2026 | |
| Appaloosa Management | 900000 | $92.0M | 1.55% | $102.18 | Q1 2026 | |
| Punch Card Management | 415004 | $42.4M | 15.67% | $102.18 | Q1 2026 | |
| Causeway Capital Management | 237010 | $24.2M | 0.30% | $102.18 | Q1 2026 | |
| Oaktree Capital Management | 4823 | $493K | 0.01% | $102.18 | Q1 2026 |
📊 Fundamentals
Market Cap$117.5B
P/E Ratio8.7x
Below market avg
Forward P/E6.7x
P/FCF1.6x
EPS (TTM)$9.49
Revenue (TTM)$442.4B
Profit Margin21.62%
Beta-0.01
52-Week Range
$71.94
$139.41
Current: $82.53
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 8.7x trailing earnings → 6.7x forward · 21.6% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '266 owners · $1.09B
SOLDPolen Capital
Q4 '256 owners · $1.32B
SOLDRobert Vinall
Q3 '256 owners · $990.9M
Q2 '255 owners · $776.9M
Q1 '258 owners · $1.37B
SOLDHoward Marks
SOLDPhilippe Laffont
Q4 '247 owners · $981.0M
💰 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. 11.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.2%current: 16.2%
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