← Top Holdings
ODDODDITY TECH LTD
CUSIP: M7518J104
2
Guru Owners
$84.0M
Total Value Held
2.1M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Fundsmith | 2074167 | $83.3M | 0.49% | $40.18 | Q4 2025 | |
| Polen Capital Management | 16175 | $650K | 0.00% | $40.18 | Q4 2025 |
📊 Fundamentals
Market Cap$803.6M
P/E Ratio7.8x
Below market avg
Forward P/E9.2x
P/FCF27.4x
EPS (TTM)$1.80
Revenue (TTM)$809.8M
Profit Margin13.68%
Beta3.55
52-Week Range
$10.80
$79.18
Current: $13.99
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 7.8x trailing earnings → 9.2x forward · 13.7% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $84.0M
Q3 '252 owners · $89.8M
Q2 '252 owners · $109.5M
Q1 '251 owners · $69.9M
No changes
Q4 '241 owners · $67.9M
No changes
Q3 '241 owners · $65.2M
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
19%analyst est. 19.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.6%current: 3.6%
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