← Top Holdings

WDCWESTERN DIGITAL CORP

CUSIP: 958102105

1

Guru Owners

$12.5M

Total Value Held

72,339

Total Shares

$12.5M
0.05%

📊 Fundamentals

Market Cap$129.0B
P/E Ratio35.6x
Above market avg
Forward P/E26.9x
P/FCF33.1x
EPS (TTM)$10.59
Revenue (TTM)$10.7B
Profit Margin35.64%
Div Yield0.13%
Beta1.83

52-Week Range

$35.98
$380.65

Current: $377.24

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.6x trailing earnings → 26.9x forward · 35.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$13.2M$26.4M$39.6M$52.8MQ1 '24Q3 '24Q4 '24Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $12.5M
INCREASEDRay Dalio$12.5M
Q3 '251 owners · $6.2M
NEWRay Dalio$6.2M
SOLDLee Ainslie
SOLDStanley Druckenmiller
Q4 '242 owners · $52.8M
REDUCEDLee Ainslie$27.9M
REDUCEDStanley Druckenmiller$24.9M
Q3 '242 owners · $10.3M
NEWLee Ainslie$5.4M
REDUCEDStanley Druckenmiller$4.9M
Q1 '241 owners · $5.0M

No changes

💰 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
27%analyst est. 26.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
36.3%current: 36.3%
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

WDC: Held by 1 superinvestors · 9 congress member trades

SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYRo KhannaD
$1,001 - $15,0002025-04-23
BUYJefferson ShreveR
$15,001 - $50,0002025-04-17
SELLRob BresnahanR
$1,001 - $15,0002025-04-11
SELLRob BresnahanR
$1,001 - $15,0002025-04-10
SELLJefferson ShreveR
$15,001 - $50,0002025-03-13
SELLRo KhannaD
$1,001 - $15,0002025-03-12
SELLRo KhannaD
$1,001 - $15,0002025-03-06
SELLRo KhannaD
$1,001 - $15,0002025-01-17