← Top Holdings

MTSIMACOM TECH SOLUTIONS HLDGS I

CUSIP: 55405Y100

1

Guru Owners

$2.9M

Total Value Held

17,122

Total Shares

$2.9M
0.01%

📊 Fundamentals

Market Cap$21.4B
P/E Ratio128.6x
Above market avg
Forward P/E50.8x
P/FCF358.8x
EPS (TTM)$2.22
Revenue (TTM)$1.0B
Profit Margin15.88%
Beta1.48

52-Week Range

$95.73
$288.51

Current: $285.39

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 128.6x trailing earnings → 50.8x forward · 15.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.8M$3.7M$5.5M$7.3MQ1 '24Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $2.9M
REDUCEDRay Dalio$2.9M
Q3 '251 owners · $3.4M
REDUCEDRay Dalio$3.4M
Q1 '241 owners · $7.3M

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
18%analyst est. 17.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.8%current: 5.8%
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

MTSI: Held by 1 superinvestors · 4 congress member trades

SELLGil CisnerosD
$1,001 - $15,0002026-01-20
SELLGil CisnerosD
$1,001 - $15,0002025-11-13
SELLJosh GottheimerD
$1,001 - $15,0002025-04-09
BUYRob BresnahanR
$1,001 - $15,0002025-02-10