TDUPTHREDUP INC

CUSIP: 88556E102

Guru Owners

$5.4M

Total Value Held

837,304

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Lee Ainslie	Maverick Capital	691689	$4.4M	0.05%	$6.39	Q4 2025
Polen Capital	Polen Capital Management	145615	$930K	0.00%	$6.39	Q4 2025

Lee Ainslie

$4.4M

0.05%

Polen Capital

$930K

0.00%

📊 Fundamentals

Market Cap$466.8M

Forward P/E-46.6x

P/FCF41.3x

EPS (TTM)$-0.19

Revenue (TTM)$310.8M

Profit Margin-6.50%

Beta1.73

52-Week Range

$2.16

$12.28

Current: $3.73

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $5.4M

INCREASEDLee Ainslie$4.4M

INCREASEDPolen Capital$930K

Q3 '252 owners · $5.0M

REDUCEDLee Ainslie$4.0M

REDUCEDPolen Capital$1.0M

Q2 '252 owners · $4.3M

No changes

💰 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

10%analyst est. 9.9%

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