← Top Holdings
MNDYMONDAY COM LTD
CUSIP: M7S64H106
3
Guru Owners
$84.5M
Total Value Held
572,477
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| ShawSpring Partners | 253959 | $37.5M | 7.06% | $147.56 | Q4 2025 | |
| Bridgewater Associates | 239186 | $35.3M | 0.13% | $147.56 | Q4 2025 | |
| Polen Capital Management | 79332 | $11.7M | 0.05% | $147.56 | Q4 2025 |
📊 Fundamentals
Market Cap$4.2B
P/E Ratio36.2x
Above market avg
Forward P/E16.1x
P/FCF16.4x
EPS (TTM)$2.24
Revenue (TTM)$1.2B
Profit Margin9.64%
Beta1.30
52-Week Range
$68.68
$316.98
Current: $81.06
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 36.2x trailing earnings → 16.1x forward · 9.6% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $84.5M
Q3 '253 owners · $135.5M
Q2 '253 owners · $178.8M
Q1 '253 owners · $154.7M
Q4 '243 owners · $268.4M
Q3 '242 owners · $399.9M
💰 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
17%analyst est. 17.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
20.7%current: 20.7%
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