← Top Holdings

TMUST-Mobile U.S., Inc.

CUSIP: 872590104

6

Guru Owners

$1.95B

Total Value Held

9.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	6157799	$1.29B	0.71%	$210.03	Q1 2026
Andreas Halvorsen	Viking Global Investors	2967374	$623.2M	1.74%	$210.03	Q1 2026
Ray Dalio	Bridgewater Associates	98478	$20.7M	0.09%	$210.03	Q1 2026
FPA Queens Road	Bragg Financial Advisors	53119	$11.2M	0.35%	$210.03	Q1 2026
Lee Ainslie	Maverick Capital	2152	$452K	0.01%	$210.03	Q1 2026
Richard Pzena	Pzena Investment Management	975	$205K	0.00%	$210.03	Q1 2026

$1.29B

0.71%

Andreas Halvorsen

$623.2M

1.74%

$20.7M

0.09%

FPA Queens Road

$11.2M

0.35%

$452K

0.01%

$205K

0.00%

📊 Fundamentals

Market Cap$199.9B

P/E Ratio19.3x

Near market avg

Forward P/E13.1x

P/FCF17.9x

EPS (TTM)$9.57

Revenue (TTM)$90.5B

Profit Margin11.65%

Div Yield2.21%

Beta0.32

52-Week Range

$165.66

$261.56

Current: $184.73

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.3x trailing earnings → 13.1x forward · 11.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $1.95B

REDUCEDDodge & Cox$1.29B

REDUCEDAndreas Halvorsen$623.2M

INCREASEDRay Dalio$20.7M

INCREASEDFPA Queens Road$11.2M

NEWLee Ainslie$452K

NEWRichard Pzena$205K

Q4 '254 owners · $2.07B

INCREASEDDodge & Cox$1.26B

INCREASEDAndreas Halvorsen$762.3M

INCREASEDRay Dalio$46.6M

INCREASEDFPA Queens Road$9.3M

Q3 '254 owners · $1.72B

REDUCEDDodge & Cox$896.1M

INCREASEDAndreas Halvorsen$781.0M

INCREASEDRay Dalio$31.1M

INCREASEDFPA Queens Road$7.8M

Q2 '254 owners · $1.69B

REDUCEDDodge & Cox$976.9M

INCREASEDAndreas Halvorsen$677.9M

REDUCEDRay Dalio$26.3M

INCREASEDFPA Queens Road$4.5M

Q1 '254 owners · $1.98B

REDUCEDDodge & Cox$1.56B

REDUCEDAndreas Halvorsen$417.6M

REDUCEDRay Dalio$4.6M

INCREASEDFPA Queens Road$4.2M

SOLDWarren Buffett

Q4 '245 owners · $3.22B

NEWDodge & Cox$2.07B

REDUCEDWarren Buffett$960.2M

INCREASEDAndreas Halvorsen$134.7M

INCREASEDRay Dalio$46.8M

NEWFPA Queens Road$3.4M

💰 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

5%analyst est. 4.5%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.3%current: 12.3%

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

TMUS: Held by 6 superinvestors · 22 congress member trades

BUYDan NewhouseR

$1,001 - $15,0002025-12-11

SELLJonathan JacksonD

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

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

SELLMarkwayne MullinR

$50,001 - $100,0002025-11-03

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

SELLLisa McClainR

$1,001 - $15,0002025-10-31

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30

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

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

$1,001 - $15,0002025-06-23

BUYLisa McClainR

$1,001 - $15,0002025-06-17

$1,001 - $15,0002025-05-19

BUYJonathan JacksonD

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

BUYJonathan JacksonD

$1,001 - $15,0002025-03-24

BUYJonathan JacksonD

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

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-01-22

SELLRob BresnahanR

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

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