← Top Holdings

TXNTexas Instruments, Inc.

CUSIP: 882508104

11

Guru Owners

$1.72B

Total Value Held

8.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Christopher Davis	Davis Selected Advisers	2849671	$553.2M	2.54%	$194.14	Q1 2026
Terry Smith	Fundsmith	2623124	$509.3M	3.97%	$194.14	Q1 2026
Dan Sundheim	D1 Capital Partners	1753001	$340.3M	3.03%	$194.14	Q1 2026
Tom Gayner	Markel Group	724000	$140.6M	1.18%	$194.14	Q1 2026
Mairs & Power	Mairs & Power	231151	$44.9M	0.46%	$194.14	Q1 2026
Sarah Ketterer	Causeway Capital Management	206214	$40.0M	0.49%	$194.14	Q1 2026
Wallace Weitz	Weitz Investment Management	160100	$31.1M	2.17%	$194.14	Q1 2026
David Katz	Matrix Asset Advisors	138263	$26.8M	2.46%	$194.14	Q1 2026
Torray LLC	Torray LLC	121157	$23.5M	3.45%	$194.14	Q1 2026
FPA Queens Road	Bragg Financial Advisors	39848	$7.7M	0.24%	$194.14	Q1 2026
Jensen Investment Management	Jensen Investment Management	1399	$272K	0.01%	$194.14	Q1 2026

Christopher Davis

$553.2M

2.54%

$509.3M

3.97%

$340.3M

3.03%

$140.6M

1.18%

$44.9M

0.46%

$40.0M

0.49%

$31.1M

2.17%

$26.8M

2.46%

$23.5M

3.45%

FPA Queens Road

$7.7M

0.24%

Jensen Investment Management

$272K

0.01%

📊 Fundamentals

Market Cap$266.9B

P/E Ratio51.8x

Above market avg

Forward P/E30.6x

P/FCF249.9x

EPS (TTM)$5.66

Revenue (TTM)$18.4B

Profit Margin29.11%

Div Yield1.94%

Beta1.31

52-Week Range

$152.73

$334.03

Current: $293.30

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 51.8x trailing earnings → 30.6x forward · 29.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2612 owners · $1.72B

REDUCEDChristopher Davis$553.2M

REDUCEDTerry Smith$509.3M

REDUCEDDan Sundheim$340.3M

REDUCEDMairs & Power$44.9M

NEWSarah Ketterer$40.0M

REDUCEDWallace Weitz$31.1M

INCREASEDDavid Katz$26.8M

REDUCEDTorray LLC$23.5M

REDUCEDFPA Queens Road$7.7M

REDUCEDJensen Investment Management$272K

REDUCEDRobert Olstein$4K

SOLDBill Nygren

Q4 '2512 owners · $1.30B

INCREASEDChristopher Davis$495.0M

REDUCEDTerry Smith$455.2M

NEWDan Sundheim$84.3M

REDUCEDMairs & Power$40.8M

INCREASEDWallace Weitz$28.6M

INCREASEDTorray LLC$24.3M

INCREASEDDavid Katz$23.2M

REDUCEDBill Nygren$8.4M

REDUCEDFPA Queens Road$7.2M

INCREASEDRobert Olstein$4.7M

INCREASEDJensen Investment Management$1.7M

Q3 '2511 owners · $1.20B

INCREASEDTerry Smith$500.1M

REDUCEDChristopher Davis$425.8M

NEWMairs & Power$43.5M

REDUCEDTorray LLC$21.0M

INCREASEDDavid Katz$18.8M

REDUCEDBill Nygren$8.9M

REDUCEDFPA Queens Road$8.7M

REDUCEDRobert Olstein$4.4M

REDUCEDJensen Investment Management$1.9M

SOLDGlenn Greenberg

Q2 '2511 owners · $1.32B

REDUCEDTerry Smith$564.8M

REDUCEDChristopher Davis$494.2M

REDUCEDWallace Weitz$34.2M

INCREASEDTorray LLC$27.4M

REDUCEDDavid Katz$21.0M

REDUCEDFPA Queens Road$11.3M

INCREASEDBill Nygren$10.1M

INCREASEDRobert Olstein$5.5M

INCREASEDJensen Investment Management$3.5M

NEWGlenn Greenberg$210K

SOLDPaul Singer

SOLDMairs & Power

Q1 '2512 owners · $1.49B

INCREASEDTerry Smith$489.8M

INCREASEDChristopher Davis$436.9M

NEWJensen Investment Management$211.0M

REDUCEDMairs & Power$41.0M

REDUCEDTorray LLC$18.2M

INCREASEDDavid Katz$17.1M

REDUCEDFPA Queens Road$15.3M

NEWBill Nygren$8.6M

INCREASEDRobert Olstein$4.1M

SOLDLee Ainslie

Q4 '2411 owners · $1.12B

REDUCEDChristopher Davis$440.7M

NEWPaul Singer$93.8M

INCREASEDMairs & Power$43.1M

NEWFPA Queens Road$18.1M

INCREASEDDavid Katz$16.4M

NEWTorray LLC$12.5M

INCREASEDRobert Olstein$4.0M

REDUCEDLee Ainslie$1.9M

SOLDGlenn Greenberg

💰 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

11%analyst est. 11.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.8%current: 5.8%

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

TXN: Held by 11 superinvestors · 45 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

BUYThomas Kean JrR

$1,001 - $15,0002025-11-26

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

$1,001 - $15,0002025-10-23

SELLJared MoskowitzD

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

SELLJared MoskowitzD

$15,001 - $50,0002025-10-10

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

SELLLisa McClainR

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

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

$1,001 - $15,0002025-07-23

$1,001 - $15,0002025-07-09

$1,001 - $15,0002025-06-27

BUYLisa McClainR

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

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

BUYRob BresnahanR

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

BUYMarkwayne MullinR

$15,001 - $50,0002025-05-13

SELLJefferson ShreveR

$100,001 - $250,0002025-05-12

BUYRob BresnahanR

$1,001 - $15,0002025-05-12

SELLJefferson ShreveR

$15,001 - $50,0002025-05-08

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