← Top Holdings

NTNXNUTANIX INC

CUSIP: 67059N108

1

Guru Owners

$21.9M

Total Value Held

577,392

Total Shares

$21.9M
0.17%

📊 Fundamentals

Market Cap$14.5B
P/E Ratio55.4x
Above market avg
Forward P/E24.5x
P/FCF23.0x
EPS (TTM)$0.97
Revenue (TTM)$2.7B
Profit Margin10.03%
Beta0.61

52-Week Range

$34.01
$82.42

Current: $53.76

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 55.4x trailing earnings → 24.5x forward · 10.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$23.1M$46.3M$69.4M$92.6MQ2 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $21.9M
INCREASEDTerry Smith$21.9M
Q4 '252 owners · $92.6M
NEWTerry Smith$71.2M
REDUCEDRay Dalio$21.4M
Q3 '252 owners · $36.0M
REDUCEDRay Dalio$35.3M
REDUCEDPolen Capital$656K
Q2 '252 owners · $76.0M
INCREASEDRay Dalio$75.3M
Q1 '252 owners · $36.9M
INCREASEDRay Dalio$34.9M
NEWLee Ainslie$2.0M
Q4 '241 owners · $13.6M

💰 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
13%analyst est. 12.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
23.0%current: 23.0%
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

NTNX: Held by 1 superinvestors · 1 congress member trade

$1,001 - $15,0002025-01-13
NTNX Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker