← Top Holdings
NETCLOUDFLARE INC
CUSIP: 18915M107
2
Guru Owners
$1.8M
Total Value Held
61,293
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Bridgewater Associates | 8758 | $1.8M | 0.01% | $206.34 | Q1 2026 | |
| Duquesne Family Office | 52535 | $11K | 0.32% | $0.21 | Q1 2026 |
📊 Fundamentals
Market Cap$95.4B
Forward P/E170.3x
P/FCF126.4x
EPS (TTM)$-0.27
Revenue (TTM)$2.3B
Profit Margin-3.72%
Beta1.67
52-Week Range
$158.83
$276.81
Current: $268.83
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners · $1.8M
Q4 '251 owners · $8.1M
Q3 '251 owners · $3.2M
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
28%analyst est. 27.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
32.4%current: 32.4%
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
NET: Held by 2 superinvestors · 11 congress member trades
$1,001 - $15,0002026-01-30
$1,001 - $15,0002025-12-24
$1,001 - $15,0002025-11-18
$1,001 - $15,0002025-10-17
$1,001 - $15,0002025-06-20
$15,001 - $50,0002025-05-12
$1,001 - $15,0002025-04-23
$1,001 - $15,0002025-04-08
$1,001 - $15,0002025-04-04
$1,001 - $15,0002025-02-10
$1,001 - $15,0002024-10-22