← Top Holdings
FROGJFROG LTD
CUSIP: M6191J100
1
Guru Owners
$950K
Total Value Held
20,240
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 20240 | $950K | 0.01% | $46.93 | Q1 2026 |
📊 Fundamentals
Market Cap$11.5B
Forward P/E84.8x
P/FCF67.7x
EPS (TTM)$-0.53
Revenue (TTM)$563.4M
Profit Margin-10.93%
Beta1.20
52-Week Range
$34.05
$99.22
Current: $94.99
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $950K
SOLDRay Dalio
Q4 '252 owners · $2.5M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
18%analyst est. 17.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
30.2%current: 30.2%
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