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PYPLPAYPAL HLDGS INC

CUSIP: 70450Y103

🔥 Bought by 2 superinvestors this quarter

11

Guru Owners

$649.3M

Total Value Held

11.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Lindsell Train	Lindsell Train	4298618	$251.0M	6.36%	$58.38	Q4 2025
Ray Dalio	Bridgewater Associates	3329311	$194.4M	0.71%	$58.38	Q4 2025
Philippe Laffont	Coatue Management	1697505	$99.1M	0.25%	$58.38	Q4 2025
Norbert Lou	Punch Card Management	628907	$36.7M	12.20%	$58.38	Q4 2025
Longleaf Partners	Southeastern Asset Management	554074	$32.3M	1.44%	$58.38	Q4 2025
David Katz	Matrix Asset Advisors	267919	$15.6M	1.41%	$58.38	Q4 2025
David Rolfe	Wedgewood Partners	215900	$12.6M	2.35%	$58.38	Q4 2025
FPA Queens Road	Bragg Financial Advisors	81038	$4.7M	0.15%	$58.38	Q4 2025
Francis Chou	Chou Associates Management	41000	$2.4M	1.19%	$58.38	Q4 2025
Dodge & Cox	Dodge & Cox	4475	$261K	0.00%	$58.38	Q4 2025
Polen Capital	Polen Capital Management	3487	$204K	0.00%	$58.39	Q4 2025

$251.0M

6.36%

$194.4M

0.71%

Philippe Laffont

$99.1M

0.25%

$36.7M

12.20%

Longleaf Partners

$32.3M

1.44%

$15.6M

1.41%

$12.6M

2.35%

FPA Queens Road

$4.7M

0.15%

$2.4M

1.19%

$261K

0.00%

$204K

0.00%

📊 Fundamentals

Market Cap$47.4B

P/E Ratio9.5x

Below market avg

Forward P/E8.8x

P/FCF14.5x

EPS (TTM)$5.41

Revenue (TTM)$33.2B

Profit Margin15.78%

Div Yield1.09%

Beta1.41

52-Week Range

$38.46

$79.50

Current: $51.46

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 9.5x trailing earnings → 8.8x forward · 15.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '2511 owners · $649.3M

REDUCEDLindsell Train$251.0M

INCREASEDRay Dalio$194.4M

REDUCEDPhilippe Laffont$99.1M

REDUCEDNorbert Lou$36.7M

REDUCEDLongleaf Partners$32.3M

INCREASEDDavid Katz$15.6M

REDUCEDDavid Rolfe$12.6M

REDUCEDFPA Queens Road$4.7M

REDUCEDPolen Capital$204K

Q3 '2512 owners · $1.05B

REDUCEDPhilippe Laffont$351.3M

REDUCEDLindsell Train$300.7M

REDUCEDRay Dalio$189.3M

REDUCEDHarry Burn$71.7M

REDUCEDLongleaf Partners$37.5M

INCREASEDDavid Rolfe$32.5M

INCREASEDDavid Katz$16.9M

REDUCEDFPA Queens Road$5.6M

REDUCEDPolen Capital$256K

Q2 '2512 owners · $1.34B

INCREASEDPhilippe Laffont$518.1M

INCREASEDLindsell Train$336.5M

REDUCEDRay Dalio$233.9M

INCREASEDHarry Burn$103.0M

NEWNorbert Lou$48.3M

REDUCEDLongleaf Partners$42.1M

REDUCEDDavid Rolfe$31.7M

INCREASEDDavid Katz$18.0M

INCREASEDFPA Queens Road$6.3M

REDUCEDDodge & Cox$333K

REDUCEDPolen Capital$314K

SOLDLee Ainslie

Q1 '2513 owners · $1.08B

REDUCEDPhilippe Laffont$341.8M

REDUCEDLindsell Train$272.2M

INCREASEDRay Dalio$234.6M

INCREASEDHarry Burn$80.9M

INCREASEDPat Dorsey$56.0M

REDUCEDLongleaf Partners$37.3M

INCREASEDDavid Rolfe$34.4M

INCREASEDDavid Katz$14.7M

NEWFPA Queens Road$4.4M

INCREASEDLee Ainslie$1.6M

INCREASEDDodge & Cox$494K

NEWPolen Capital$323K

Q4 '2411 owners · $1.56B

REDUCEDPhilippe Laffont$680.8M

REDUCEDLindsell Train$365.5M

INCREASEDRay Dalio$201.3M

INCREASEDPat Dorsey$111.1M

REDUCEDHarry Burn$90.3M

REDUCEDLongleaf Partners$49.5M

REDUCEDDavid Rolfe$40.1M

REDUCEDDavid Katz$18.3M

REDUCEDLee Ainslie$1.6M

NEWDodge & Cox$943K

Q3 '2410 owners · $1.41B

INCREASEDPhilippe Laffont$644.4M

REDUCEDLindsell Train$358.3M

REDUCEDRay Dalio$95.3M

REDUCEDPat Dorsey$90.7M

NEWHarry Burn$84.1M

INCREASEDLongleaf Partners$65.8M

REDUCEDDavid Rolfe$43.3M

REDUCEDDavid Katz$17.5M

INCREASEDLee Ainslie$2.8M

SOLDDodge & Cox

💰 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

4%analyst est. 4.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

9.9%current: 9.9%

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

PYPL: Held by 11 superinvestors · 32 congress member trades

BUYJohn BoozmanR

$1,001 - $15,0002026-01-29

SELLNancy PelosiD

$250,001 - $500,0002025-12-30

BUYJohn BoozmanR

$1,001 - $15,0002025-11-21

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-07

BUYLisa McClainR

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-21

SELLJames ComerR

$1,001 - $15,0002025-07-03

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-23

SELLTommy TubervilleR

$15,001 - $50,0002025-04-15

$1,001 - $15,0002025-04-15

SELLDan NewhouseR

$1,001 - $15,0002025-04-11

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

BUYJefferson ShreveR

$15,001 - $50,0002025-04-07

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

BUYByron DonaldsR

$1,001 - $15,0002025-03-20

$1,001 - $15,0002025-03-06

SELLJefferson ShreveR

$15,001 - $50,0002025-03-05

PYPL Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker