RMD (RESMED INC) is held by 2 tracked superinvestors with an aggregate position value of $60M based on the most recent SEC 13F filings. Top institutional holders include: Francois Rochon, Ray Dalio.

How much RMD do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $60M in RMD positions worth 269,242 shares.

What is the largest holder of RMD?

The largest tracked holder of RMD is Francois Rochon (Giverny Capital) with 230,005 shares worth $52M, representing 1.89% of their portfolio.

← Top Holdings

RMDRESMED INC

CUSIP: 761152107

Guru Owners

$60.4M

Total Value Held

269,242

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Francois Rochon	Giverny Capital	230005	$51.6M	1.89%	$224.48	Q1 2026
Ray Dalio	Bridgewater Associates	39237	$8.8M	0.04%	$224.48	Q1 2026

Francois Rochon

$51.6M

1.89%

Ray Dalio

$8.8M

0.04%

📊 Fundamentals

Market Cap$30.5B

P/E Ratio20.3x

Near market avg

Forward P/E17.4x

P/FCF21.1x

EPS (TTM)$10.37

Revenue (TTM)$5.5B

Profit Margin27.44%

Div Yield1.09%

Beta0.78

52-Week Range

$180.27

$293.81

Current: $210.49

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.3x trailing earnings → 17.4x forward · 27.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $60.4M

REDUCEDFrancois Rochon$51.6M

INCREASEDRay Dalio$8.8M

Q4 '252 owners · $64.6M

REDUCEDFrancois Rochon$56.7M

INCREASEDRay Dalio$7.9M

Q3 '252 owners · $73.2M

NEWFrancois Rochon$64.4M

REDUCEDRay Dalio$8.8M

Q2 '251 owners · $1.4M

INCREASEDRay Dalio$1.4M

Q1 '251 owners · $26.7M

REDUCEDRay Dalio$26.7M

Q4 '241 owners · $20.0M

REDUCEDRay Dalio$20.0M

SOLDPhilippe Laffont

💰 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. 7.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

26.1%current: 26.1%

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

SELLKelly MorrisonD

$1,001 - $15,0002025-06-04

BUYRo KhannaD

$1,001 - $15,0002025-05-28

SELLKelly MorrisonD

$1,001 - $15,0002025-04-28

SELLRo KhannaD

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

SELLRo KhannaD

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

BUYRo KhannaD

$1,001 - $15,0002025-01-17

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

BUYRo KhannaD

$1,001 - $15,0002024-11-15

SELLRo KhannaD

$1,001 - $15,0002024-11-12

SELLRo KhannaD

$1,001 - $15,0002024-10-14