← Top Holdings
RMDRESMED INC
CUSIP: 761152107
2
Guru Owners
$64.6M
Total Value Held
268,312
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Giverny Capital | 235388 | $56.7M | 1.89% | $240.87 | Q4 2025 | |
| Bridgewater Associates | 32924 | $7.9M | 0.03% | $240.87 | Q4 2025 |
📊 Fundamentals
Market Cap$32.3B
P/E Ratio21.9x
Near market avg
Forward P/E18.2x
P/FCF22.8x
EPS (TTM)$10.11
Revenue (TTM)$5.4B
Profit Margin27.53%
Div Yield1.06%
Beta0.93
52-Week Range
$210.34
$293.81
Current: $221.22
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 21.9x trailing earnings → 18.2x forward · 27.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $64.6M
Q3 '252 owners · $73.2M
Q2 '251 owners · $1.4M
Q1 '251 owners · $26.7M
Q4 '241 owners · $20.0M
SOLDPhilippe Laffont
Q3 '242 owners · $138.4M
💰 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
8%analyst est. 7.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
26.3%current: 26.3%
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
🏛️ Congressional Trades
RMD: Held by 2 superinvestors · 10 congress member trades
$1,001 - $15,0002025-06-04
$1,001 - $15,0002025-05-28
$1,001 - $15,0002025-04-28
$1,001 - $15,0002025-04-23
$1,001 - $15,0002025-03-06
$1,001 - $15,0002025-01-17
$1,001 - $15,0002025-01-13
$1,001 - $15,0002024-11-15
$1,001 - $15,0002024-11-12
$1,001 - $15,0002024-10-14