← Top Holdings

TWTRADEWEB MKTS INC

CUSIP: 892672106

3

Guru Owners

$287.8M

Total Value Held

2.4M

Total Shares

$278.5M
1.85%
$8.9M
1.31%
$380K
0.00%

📊 Fundamentals

Market Cap$21.9B
P/E Ratio24.8x
Near market avg
Forward P/E21.8x
EPS (TTM)$4.05
Revenue (TTM)$2.2B
Profit Margin40.29%
Div Yield0.56%
Beta0.62

52-Week Range

$91.42
$147.49

Current: $100.26

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.8x trailing earnings → 21.8x forward · 40.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$148.6M$297.3M$445.9M$594.6MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $287.8M
REDUCEDWilliam Von Mueffling$278.5M
INCREASEDTorray LLC$8.9M
NEWRay Dalio$380K
SOLDAndreas Halvorsen
Q4 '253 owners · $594.6M
NEWAndreas Halvorsen$297.7M
INCREASEDWilliam Von Mueffling$289.1M
INCREASEDTorray LLC$7.7M
Q3 '252 owners · $216.4M
INCREASEDWilliam Von Mueffling$214.7M
INCREASEDTorray LLC$1.7M
Q2 '252 owners · $167.6M
REDUCEDWilliam Von Mueffling$165.4M
REDUCEDTorray LLC$2.2M
Q1 '252 owners · $175.4M
NEWWilliam Von Mueffling$172.7M
REDUCEDTorray LLC$2.8M
Q4 '241 owners · $2.4M

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
11%analyst est. 11.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
39.5%current: 39.5%
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

TW: Held by 3 superinvestors · 4 congress member trades

BUYByron DonaldsR
$1,001 - $15,0002025-10-09
SELLJulia LetlowR
$1,001 - $15,0002025-10-01
BUYJulia LetlowR
$1,001 - $15,0002025-07-29
BUYByron DonaldsR
$1,001 - $15,0002025-03-20