← Top Holdings

ADBEAdobe, Inc.

CUSIP: 00724F101

🔥 Bought by 4 superinvestors this quarter

13

Guru Owners

$2.42B

Total Value Held

6.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	2164475	$757.5M	0.41%	$349.99	Q4 2025
Polen Capital	Polen Capital Management	1345588	$470.9M	2.01%	$349.99	Q4 2025
Ray Dalio	Bridgewater Associates	1275055	$446.3M	1.63%	$349.99	Q4 2025
William Von Mueffling	Cantillon Capital Management	1157237	$405.0M	2.19%	$349.99	Q4 2025
Philippe Laffont	Coatue Management	874150	$305.9M	0.77%	$349.99	Q4 2025
Jensen Investment Management	Jensen Investment Management	34597	$12.1M	0.19%	$349.99	Q4 2025
FPA Queens Road	Bragg Financial Advisors	29886	$10.5M	0.34%	$349.99	Q4 2025
Robert Olstein	Olstein Capital Management	16000	$5.6M	1.15%	$350.00	Q4 2025
Lee Ainslie	Maverick Capital	14103	$4.9M	0.05%	$349.99	Q4 2025
Hillman Value Fund	Hillman Capital Management	7269	$2.5M	1.60%	$349.99	Q4 2025
Lindsell Train	Lindsell Train	5300	$1.9M	0.05%	$349.99	Q4 2025
Mairs & Power	Mairs & Power	2009	$703K	0.01%	$349.99	Q4 2025
Richard Pzena	Pzena Investment Management	837	$293K	0.00%	$349.99	Q4 2025

$757.5M

0.41%

$470.9M

2.01%

$446.3M

1.63%

William Von Mueffling

$405.0M

2.19%

Philippe Laffont

$305.9M

0.77%

Jensen Investment Management

$12.1M

0.19%

FPA Queens Road

$10.5M

0.34%

$5.6M

1.15%

$4.9M

0.05%

Hillman Value Fund

$2.5M

1.60%

$1.9M

0.05%

$703K

0.01%

$293K

0.00%

📊 Fundamentals

Market Cap$103.1B

P/E Ratio14.7x

Below market avg

Forward P/E9.6x

P/FCF11.1x

EPS (TTM)$17.16

Revenue (TTM)$24.5B

Profit Margin29.48%

Beta1.52

52-Week Range

$224.13

$422.95

Current: $252.95

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.7x trailing earnings → 9.6x forward · 29.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '2513 owners · $2.42B

INCREASEDDodge & Cox$757.5M

REDUCEDPolen Capital$470.9M

INCREASEDRay Dalio$446.3M

INCREASEDWilliam Von Mueffling$405.0M

INCREASEDPhilippe Laffont$305.9M

REDUCEDJensen Investment Management$12.1M

INCREASEDFPA Queens Road$10.5M

INCREASEDRobert Olstein$5.6M

NEWLee Ainslie$4.9M

REDUCEDHillman Value Fund$2.5M

INCREASEDLindsell Train$1.9M

REDUCEDMairs & Power$703K

INCREASEDRichard Pzena$293K

Q3 '2513 owners · $2.27B

REDUCEDPolen Capital$655.1M

REDUCEDDodge & Cox$562.1M

REDUCEDRay Dalio$445.4M

REDUCEDWilliam Von Mueffling$352.9M

INCREASEDFPA Queens Road$10.0M

INCREASEDRobert Olstein$5.4M

INCREASEDHillman Value Fund$3.0M

INCREASEDLindsell Train$1.6M

REDUCEDMairs & Power$716K

INCREASEDRichard Pzena$283K

Q2 '2513 owners · $2.20B

INCREASEDPolen Capital$1.30B

INCREASEDWilliam Von Mueffling$331.4M

INCREASEDRay Dalio$282.2M

REDUCEDPhilippe Laffont$236.2M

INCREASEDFPA Queens Road$10.2M

REDUCEDDodge & Cox$7.6M

NEWTom Gayner$5.4M

NEWRobert Olstein$3.9M

REDUCEDHillman Value Fund$3.2M

NEWMairs & Power$823K

NEWRichard Pzena$226K

SOLDWallace Weitz

Q1 '2510 owners · $1.95B

NEWPolen Capital$1.08B

NEWWilliam Von Mueffling$305.6M

INCREASEDPhilippe Laffont$266.2M

INCREASEDRay Dalio$223.7M

INCREASEDWallace Weitz$31.6M

NEWJensen Investment Management$16.9M

NEWFPA Queens Road$9.5M

REDUCEDDodge & Cox$7.6M

NEWHillman Value Fund$3.8M

SOLDAndreas Halvorsen

Q4 '246 owners · $1.47B

INCREASEDPhilippe Laffont$784.3M

REDUCEDAndreas Halvorsen$549.0M

REDUCEDRay Dalio$104.8M

REDUCEDDodge & Cox$9.3M

SOLDDavid Tepper

SOLDStanley Druckenmiller

Q3 '248 owners · $2.41B

INCREASEDAndreas Halvorsen$1.36B

REDUCEDPhilippe Laffont$872.1M

REDUCEDDavid Tepper$103.6M

REDUCEDRay Dalio$23.3M

REDUCEDStanley Druckenmiller$17.9M

REDUCEDDodge & Cox$11.0M

SOLDLee Ainslie

💰 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

9%analyst est. 9.0%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

38.1%current: 38.1%

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

ADBE: Held by 13 superinvestors · 50 congress member trades

BUYMarkwayne MullinR

$15,001 - $50,0002026-01-05

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

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

SELLJulie JohnsonD

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

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

SELLJulia LetlowR

$1,001 - $15,0002025-10-16

BUYMarjorie Taylor GreeneR

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

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-19

SELLGil CisnerosD

$1,001 - $15,0002025-08-05

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

SELLThomas Kean JrR

$1,001 - $15,0002025-07-29

$15,001 - $50,0002025-07-25

SELLLisa McClainR

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

BUYLisa McClainR

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

$15,001 - $50,0002025-06-23

BUYMarjorie Taylor GreeneR

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

$15,001 - $50,0002025-05-19

BUYMarkwayne MullinR

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

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

ADBE Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker