← Top Holdings

PODDINSULET CORP

CUSIP: 45784P101

1

Guru Owners

$16.3M

Total Value Held

57,344

Total Shares

$16.3M
0.06%

📊 Fundamentals

Market Cap$13.6B
P/E Ratio55.7x
Above market avg
Forward P/E24.0x
P/FCF88.0x
EPS (TTM)$3.48
Revenue (TTM)$2.7B
Profit Margin9.12%
Beta1.47

52-Week Range

$193.23
$354.88

Current: $193.69

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 55.7x trailing earnings → 24.0x forward · 9.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.1M$8.1M$12.2M$16.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $16.3M
INCREASEDRay Dalio$16.3M
Q3 '251 owners · $6.5M
REDUCEDRay Dalio$6.5M
Q2 '251 owners · $723K
REDUCEDRay Dalio$723K
Q1 '251 owners · $814K
REDUCEDRay Dalio$814K
Q4 '241 owners · $2.0M
INCREASEDRay Dalio$2.0M
Q3 '241 owners · $2.6M
REDUCEDRay Dalio$2.6M

💰 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
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
5.7%current: 5.7%
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

PODD: Held by 1 superinvestors · 6 congress member trades

$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-04-23
$1,001 - $15,0002024-11-15
$1,001 - $15,0002024-11-12
$1,001 - $15,0002024-01-04
$1,001 - $15,0002023-12-22
PODD Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker