STXSEAGATE TECHNOLOGY HLDNGS PL

CUSIP: G7997R103

Guru Owners

$278.0M

Total Value Held

1.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Armitage	Egerton Capital	729325	$200.8M	2.18%	$275.39	Q4 2025
Ray Dalio	Bridgewater Associates	279977	$77.1M	0.28%	$275.39	Q4 2025

John Armitage

$200.8M

2.18%

Ray Dalio

$77.1M

0.28%

📊 Fundamentals

Market Cap$124.6B

P/E Ratio62.9x

Above market avg

Forward P/E27.0x

P/FCF113.8x

EPS (TTM)$8.85

Revenue (TTM)$10.1B

Profit Margin19.59%

Div Yield0.55%

Beta1.63

52-Week Range

$74.60

$557.47

Current: $556.36

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 62.9x trailing earnings → 27.0x forward · 19.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $278.0M

INCREASEDJohn Armitage$200.8M

INCREASEDRay Dalio$77.1M

SOLDStanley Druckenmiller

Q3 '253 owners · $434.6M

REDUCEDJohn Armitage$376.0M

REDUCEDRay Dalio$38.3M

INCREASEDStanley Druckenmiller$20.3M

Q2 '253 owners · $328.3M

NEWJohn Armitage$296.1M

REDUCEDStanley Druckenmiller$28.5M

NEWRay Dalio$3.7M

SOLDLee Ainslie

Q1 '253 owners · $40.1M

REDUCEDStanley Druckenmiller$20.9M

REDUCEDStanley Druckenmiller$18.6M

INCREASEDLee Ainslie$485K

SOLDRay Dalio

Q4 '244 owners · $183.5M

REDUCEDStanley Druckenmiller$135.0M

INCREASEDStanley Druckenmiller$44.0M

NEWRay Dalio$2.5M

REDUCEDLee Ainslie$2.0M

Q3 '243 owners · $256.3M

REDUCEDStanley Druckenmiller$179.7M

INCREASEDLee Ainslie$47.8M

INCREASEDStanley Druckenmiller$28.8M

💰 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

25%analyst est. 25.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

10.9%current: 10.9%

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

STX: Held by 2 superinvestors · 10 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

SELLKevin HernR

$15,001 - $50,0002025-10-28

SELLKevin HernR

$15,001 - $50,0002025-10-06

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

SELLJulie JohnsonD

$1,001 - $15,0002025-07-29

BUYRo KhannaD

$1,001 - $15,0002025-04-23

BUYRo KhannaD

$1,001 - $15,0002025-04-15

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

SELLRo KhannaD

$1,001 - $15,0002025-03-06