ESTCELASTIC N V

CUSIP: N14506104

Guru Owners

$148.3M

Total Value Held

2.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Chase Coleman	Tiger Global Management	1690700	$127.5M	0.43%	$75.44	Q4 2025
Ray Dalio	Bridgewater Associates	275553	$20.8M	0.08%	$75.44	Q4 2025

Chase Coleman

$127.5M

0.43%

Ray Dalio

$20.8M

0.08%

📊 Fundamentals

Market Cap$5.2B

Forward P/E17.4x

P/FCF13.4x

EPS (TTM)$-0.79

Revenue (TTM)$1.7B

Profit Margin-5.04%

Beta1.03

52-Week Range

$42.05

$96.07

Current: $49.16

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $148.3M

INCREASEDRay Dalio$20.8M

Q3 '252 owners · $162.2M

REDUCEDRay Dalio$19.4M

SOLDLee Ainslie

Q2 '253 owners · $148.8M

NEWRay Dalio$5.5M

Q1 '252 owners · $151.4M

NEWLee Ainslie$735K

Q4 '241 owners · $167.5M

No changes

Q3 '241 owners · $129.8M

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

13%analyst est. 13.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

23.1%current: 23.1%

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

ESTC: Held by 2 superinvestors · 2 congress member trades

SELLRob BresnahanR

$1,001 - $15,0002025-05-23

SELLRo KhannaD

$15,001 - $50,0002025-01-23