← Top Holdings
GDSGDS HLDGS LTD
CUSIP: 36165L108
1
Guru Owners
$106.3M
Total Value Held
3.0M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Baupost Group | 3044818 | $106.3M | 2.01% | $34.90 | Q4 2025 |
📊 Fundamentals
Market Cap$8.7B
P/E Ratio67.8x
Above market avg
Forward P/E174.1x
EPS (TTM)$0.64
Revenue (TTM)$11.4B
Profit Margin8.31%
Beta0.46
52-Week Range
$22.00
$48.61
Current: $43.38
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 67.8x trailing earnings → 174.1x forward · 8.3% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $106.3M
Q3 '251 owners · $125.8M
No changes
Q2 '251 owners · $99.4M
Q1 '251 owners · $107.7M
No changes
Q4 '241 owners · $101.0M
No changes
Q3 '241 owners · $86.7M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
14%analyst est. 13.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -17.2%
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