← Top Holdings

PATHUIPATH INC

CUSIP: 90364P105

3

Guru Owners

$25.9M

Total Value Held

2.3M

Total Shares

$25.2M
0.09%
$413K
0.00%
$341K
0.00%

📊 Fundamentals

Market Cap$5.9B
P/E Ratio19.0x
Near market avg
Forward P/E12.5x
P/FCF11.5x
EPS (TTM)$0.60
Revenue (TTM)$1.7B
Profit Margin19.58%
Beta0.97

52-Week Range

$9.20
$19.84

Current: $11.38

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.0x trailing earnings → 12.5x forward · 19.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$16.0M$32.0M$47.9M$63.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $25.9M
NEWPhilippe Laffont$25.2M
INCREASEDRay Dalio$413K
INCREASEDMairs & Power$341K
Q4 '252 owners · $36.7M
REDUCEDRay Dalio$36.5M
SOLDPhilippe Laffont
Q3 '253 owners · $63.9M
INCREASEDRay Dalio$33.4M
NEWMairs & Power$162K
Q2 '252 owners · $59.7M
INCREASEDRay Dalio$30.7M
REDUCEDPhilippe Laffont$29.1M
Q1 '252 owners · $49.2M
INCREASEDRay Dalio$24.1M
Q4 '242 owners · $45.5M
REDUCEDRay Dalio$14.6M

💰 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
8%analyst est. 8.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
30.6%current: 30.6%
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