TWTRADEWEB MKTS INC

CUSIP: 892672106

🔥 Bought by 2 superinvestors this quarter

Guru Owners

$586.8M

Total Value Held

5.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Andreas Halvorsen	Viking Global Investors	2768659	$297.7M	0.79%	$107.54	Q4 2025
William Von Mueffling	Cantillon Capital Management	2688245	$289.1M	1.56%	$107.54	Q4 2025

Andreas Halvorsen

$297.7M

0.79%

William Von Mueffling

$289.1M

1.56%

📊 Fundamentals

Market Cap$24.9B

P/E Ratio30.2x

Above market avg

Forward P/E25.0x

EPS (TTM)$3.78

Revenue (TTM)$2.1B

Profit Margin39.64%

Div Yield0.49%

Beta0.78

52-Week Range

$97.06

$149.25

Current: $114.16

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 30.2x trailing earnings → 25.0x forward · 39.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $586.8M

NEWAndreas Halvorsen$297.7M

INCREASEDWilliam Von Mueffling$289.1M

Q3 '251 owners · $214.7M

INCREASEDWilliam Von Mueffling$214.7M

Q2 '251 owners · $165.4M

REDUCEDWilliam Von Mueffling$165.4M

Q1 '251 owners · $172.7M

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. 10.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

36.0%current: 36.0%

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 2 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