← Top Holdings

DLODLOCAL LTD

CUSIP: G29018101

2

Guru Owners

$7.1M

Total Value Held

503,509

Total Shares

$6.6M
0.03%
$519K
0.00%

📊 Fundamentals

Market Cap$3.9B
P/E Ratio20.5x
Near market avg
Forward P/E12.2x
P/FCF11.8x
EPS (TTM)$0.65
Revenue (TTM)$1.1B
Profit Margin18.00%
Div Yield1.45%
Beta1.04

52-Week Range

$8.67
$16.78

Current: $13.31

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.5x trailing earnings → 12.2x forward · 18.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.6M$5.3M$7.9M$10.5MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $7.1M
REDUCEDPolen Capital$6.6M
Q3 '252 owners · $10.5M
INCREASEDPolen Capital$10.0M
Q2 '252 owners · $7.3M
REDUCEDPolen Capital$6.9M
REDUCEDDodge & Cox$416K
Q1 '252 owners · $5.6M
Q4 '241 owners · $506K

No changes

Q3 '241 owners · $359K

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. 27.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
30.4%current: 30.4%
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

DLO Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker