← Top Holdings

ADSKAUTODESK INC

CUSIP: 052769106

4

Guru Owners

$190.0M

Total Value Held

641,840

Total Shares

$134.9M
1.26%
$54.5M
0.20%
$350K
0.00%
$237K
0.00%

📊 Fundamentals

Market Cap$52.9B
P/E Ratio47.7x
Above market avg
Forward P/E17.7x
P/FCF19.0x
EPS (TTM)$5.23
Revenue (TTM)$7.2B
Profit Margin15.60%
Beta1.43

52-Week Range

$214.10
$329.09

Current: $249.31

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 47.7x trailing earnings → 17.7x forward · 15.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$55.9M$111.8M$167.7M$223.6MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $190.0M
NEWDan Sundheim$134.9M
INCREASEDRay Dalio$54.5M
REDUCEDPolen Capital$350K
Q3 '253 owners · $49.1M
NEWRay Dalio$48.5M
REDUCEDPolen Capital$414K
NEWMairs & Power$254K
SOLDLee Ainslie
Q2 '252 owners · $1.4M
NEWLee Ainslie$974K
REDUCEDPolen Capital$433K
SOLDAndreas Halvorsen
Q1 '252 owners · $80.4M
REDUCEDAndreas Halvorsen$79.7M
NEWPolen Capital$643K
Q4 '241 owners · $223.6M
REDUCEDAndreas Halvorsen$223.6M
SOLDStanley Druckenmiller
Q3 '242 owners · $219.9M
NEWAndreas Halvorsen$209.9M
NEWStanley Druckenmiller$10.0M
SOLDLee Ainslie
SOLDRay Dalio

💰 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. 10.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
38.7%current: 38.7%
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

ADSK: Held by 4 superinvestors · 21 congress member trades

SELLMichael McCaulR
$1,001 - $15,0002025-10-27
BUYAngus KingO
$1,001 - $15,0002025-07-21
SELLLisa McClainR
$1,001 - $15,0002025-07-10
SELLMichael McCaulR
$50,001 - $100,0002025-06-27
BUYLisa McClainR
$1,001 - $15,0002025-06-17
SELLMichael McCaulR
$15,001 - $50,0002025-06-16
SELLMichael McCaulR
$1,001 - $15,0002025-06-06
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYRo KhannaD
$1,001 - $15,0002025-04-23
BUYJefferson ShreveR
$15,001 - $50,0002025-04-17
BUYByron DonaldsR
$1,001 - $15,0002025-03-20
SELLJefferson ShreveR
$15,001 - $50,0002025-03-13
SELLRo KhannaD
$1,001 - $15,0002025-03-12
SELLRo KhannaD
$1,001 - $15,0002025-03-06
SELLMichael McCaulR
$15,001 - $50,0002025-01-30
SELLRo KhannaD
$1,001 - $15,0002025-01-22
SELLMichael McCaulR
$50,001 - $100,0002024-11-19
SELLMichael McCaulR
$15,001 - $50,0002024-11-19
BUYRo KhannaD
$1,001 - $15,0002024-11-12
SELLJohn FettermanD
$1,001 - $15,0002024-10-17