← Top Holdings

STXSEAGATE TECHNOLOGY HLDNGS PL

CUSIP: G7997R103

2

Guru Owners

$129.0M

Total Value Held

379,817

Total Shares

$128.9M
0.58%

📊 Fundamentals

Market Cap$187.3B
P/E Ratio78.7x
Above market avg
Forward P/E30.2x
P/FCF116.3x
EPS (TTM)$10.51
Revenue (TTM)$11.0B
Profit Margin21.60%
Div Yield0.36%
Beta2.07

52-Week Range

$138.30
$1145.00

Current: $827.64

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 78.7x trailing earnings → 30.2x forward · 21.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$111.5M$223.0M$334.5M$446.0MQ3 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $129.0M
Q4 '252 owners · $278.0M
Q3 '254 owners · $446.0M
REDUCEDJohn Armitage$376.0M
REDUCEDRay Dalio$38.3M
INCREASEDStanley Druckenmiller$20.3M
Q2 '253 owners · $328.3M
Q1 '253 owners · $525K
Q4 '244 owners · $4.7M
NEWRay Dalio$2.5M
REDUCEDLee Ainslie$2.0M

💰 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
39%analyst est. 38.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
14.6%current: 14.6%
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

STX: Held by 2 superinvestors · 10 congress member trades

$1,001 - $15,0002025-12-18
$1,001 - $15,0002025-11-13
$15,001 - $50,0002025-10-28
$15,001 - $50,0002025-10-06
$1,001 - $15,0002025-08-14
$1,001 - $15,0002025-07-29
$1,001 - $15,0002025-04-23
$1,001 - $15,0002025-04-15
$1,001 - $15,0002025-04-08
$1,001 - $15,0002025-03-06
STX Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker