โ Top Holdings
NETCLOUDFLARE INC
CUSIP: 18915M107
1
Guru Owners
$8.1M
Total Value Held
40,897
Total Shares
| Investor | Fund | Shares | Valueโผ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Bridgewater Associates | 40897 | $8.1M | 0.03% | $197.15 | Q4 2025 |
๐ Fundamentals
Market Cap$68.7B
Forward P/E135.1x
P/FCF177.1x
EPS (TTM)$-0.29
Revenue (TTM)$2.2B
Profit Margin-4.72%
Beta2.03
52-Week Range
$89.42
$260.00
Current: $195.19
Data from Yahoo Finance ยท refreshed every 4 hours
๐ Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners ยท $8.1M
Q3 '251 owners ยท $3.2M
No changes
๐ฐ DCF Calculator
DCF model ยท 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
๐ Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
27%analyst est. 27.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
17.9%current: 17.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%
Model: 10-year DCF ยท 3.0% terminal growth ยท Based on Yahoo Finance data
๐๏ธ Congressional Trades
NET: Held by 1 superinvestors ยท 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