← Top Holdings

VRTXVERTEX PHARMACEUTICALS

CUSIP: 92532F100

2

Guru Owners

$30.2M

Total Value Held

66,636

Total Shares

$17.7M
1.43%
$12.5M
0.05%

📊 Fundamentals

Market Cap$110.7B
P/E Ratio28.4x
Above market avg
Forward P/E19.9x
P/FCF43.0x
EPS (TTM)$15.33
Revenue (TTM)$12.0B
Profit Margin32.94%
Beta0.37

52-Week Range

$362.50
$510.77

Current: $435.02

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.4x trailing earnings → 19.9x forward · 32.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$21.1M$42.1M$63.2M$84.2MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $30.2M
INCREASEDTweedy Browne$17.7M
REDUCEDRay Dalio$12.5M
Q3 '252 owners · $30.3M
INCREASEDTweedy Browne$15.3M
INCREASEDRay Dalio$15.0M
Q2 '252 owners · $31.9M
REDUCEDTweedy Browne$16.6M
NEWRay Dalio$15.3M
Q1 '251 owners · $18.6M
REDUCEDTweedy Browne$18.6M
SOLDRay Dalio
Q4 '242 owners · $16.6M
REDUCEDTweedy Browne$16.4M
INCREASEDRay Dalio$286K
SOLDJohn Armitage
Q3 '243 owners · $84.2M
NEWJohn Armitage$57.7M
REDUCEDTweedy Browne$24.9M
INCREASEDRay Dalio$1.6M

💰 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
10%analyst est. 10.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
21.4%current: 21.4%
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

VRTX: Held by 2 superinvestors · 24 congress member trades

SELLDavid TaylorR
$1,001 - $15,0002026-01-29
BUYRo KhannaD
$1,001 - $15,0002025-10-07
SELLRo KhannaD
$1,001 - $15,0002025-08-26
BUYDavid TaylorR
$1,001 - $15,0002025-08-07
BUYRo KhannaD
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-06-23
SELLLisa McClainR
$1,001 - $15,0002025-06-11
SELLLisa McClainR
$1,001 - $15,0002025-06-10
SELLRo KhannaD
$1,001 - $15,0002025-05-28
SELLRo KhannaD
$1,001 - $15,0002025-05-19
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYRo KhannaD
$1,001 - $15,0002025-04-23
SELLByron DonaldsR
$1,001 - $15,0002025-03-20
BUYJefferson ShreveR
$15,001 - $50,0002025-03-13
BUYRo KhannaD
$1,001 - $15,0002025-02-25
BUYJefferson ShreveR
$15,001 - $50,0002025-02-24
SELLRo KhannaD
$1,001 - $15,0002025-02-19
SELLRo KhannaD
$1,001 - $15,0002025-01-22
BUYRo KhannaD
$1,001 - $15,0002025-01-17
BUYLisa McClainR
$1,001 - $15,0002024-12-11