← Top Holdings

ICEIntercontinental Exchange

CUSIP: 45866F104

6

Guru Owners

$1.64B

Total Value Held

12.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Andreas Halvorsen	Viking Global Investors	4836896	$760.7M	2.13%	$157.28	Q1 2026
William Von Mueffling	Cantillon Capital Management	2941954	$462.7M	3.07%	$157.28	Q1 2026
Sequoia Fund	Ruane, Cunniff & Goldfarb	2639372	$415.1M	6.89%	$157.28	Q1 2026
Tom Gayner	Markel Group	28870	$4.5M	0.04%	$157.28	Q1 2026
AKO Capital	AKO Capital	1867549	$294K	5.75%	$0.16	Q1 2026
FPA Queens Road	Bragg Financial Advisors	1324	$208K	0.01%	$157.28	Q1 2026

Andreas Halvorsen

$760.7M

2.13%

William Von Mueffling

$462.7M

3.07%

$415.1M

6.89%

$4.5M

0.04%

$294K

5.75%

FPA Queens Road

$208K

0.01%

📊 Fundamentals

Market Cap$77.2B

P/E Ratio19.6x

Near market avg

Forward P/E15.5x

P/FCF20.6x

EPS (TTM)$6.95

Revenue (TTM)$10.4B

Profit Margin37.67%

Div Yield1.52%

Beta0.95

52-Week Range

$121.79

$189.35

Current: $136.45

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.6x trailing earnings → 15.5x forward · 37.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $1.64B

INCREASEDAndreas Halvorsen$760.7M

REDUCEDWilliam Von Mueffling$462.7M

REDUCEDSequoia Fund$415.1M

INCREASEDTom Gayner$4.5M

REDUCEDAKO Capital$294K

NEWFPA Queens Road$208K

SOLDBill Nygren

Q4 '257 owners · $4.63B

INCREASEDBill Nygren$2.52B

NEWAndreas Halvorsen$777.9M

INCREASEDWilliam Von Mueffling$540.6M

REDUCEDSequoia Fund$437.9M

INCREASEDAKO Capital$337.6M

INCREASEDRay Dalio$7.6M

REDUCEDTom Gayner$3.4M

SOLDJohn Armitage

Q3 '257 owners · $3.27B

REDUCEDBill Nygren$1.72B

REDUCEDWilliam Von Mueffling$558.2M

REDUCEDSequoia Fund$462.2M

REDUCEDAKO Capital$351.1M

REDUCEDJohn Armitage$174.6M

NEWRay Dalio$3.5M

INCREASEDTom Gayner$947K

SOLDDaniel Loeb

Q2 '257 owners · $3.78B

REDUCEDBill Nygren$1.88B

REDUCEDWilliam Von Mueffling$614.5M

REDUCEDSequoia Fund$508.0M

REDUCEDAKO Capital$402.1M

REDUCEDJohn Armitage$198.1M

INCREASEDDaniel Loeb$174.3M

SOLDAndreas Halvorsen

Q1 '258 owners · $4.37B

NEWBill Nygren$1.97B

NEWWilliam Von Mueffling$594.6M

INCREASEDAndreas Halvorsen$552.1M

REDUCEDSequoia Fund$482.0M

REDUCEDAKO Capital$393.7M

REDUCEDJohn Armitage$190.0M

REDUCEDDaniel Loeb$189.8M

SOLDFrancois Rochon

Q4 '247 owners · $1.94B

REDUCEDSequoia Fund$716.3M

NEWAndreas Halvorsen$412.4M

REDUCEDAKO Capital$388.3M

NEWJohn Armitage$109.3M

💰 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

5%analyst est. 5.1%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

35.9%current: 35.9%

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

ICE: Held by 6 superinvestors · 14 congress member trades

BUYMarkwayne MullinR

$15,001 - $50,0002025-12-29

$1,001 - $15,0002025-11-10

BUYRich McCormickR

$1,001 - $15,0002025-11-05

$1,001 - $15,0002025-11-03

SELLJosh GottheimerD

$1,001 - $15,0002025-10-16

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-02-25

$15,001 - $50,0002025-01-22

$1,001 - $15,0002025-01-17

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

$15,001 - $50,0002024-11-12

BUYJulia LetlowR

$1,001 - $15,0002024-10-23

BUYJosh GottheimerD

$1,001 - $15,0002024-03-18

BUYRich McCormickR

$1,001 - $15,0002023-03-15

ICE Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker