← Top Holdings

VRTXVERTEX PHARMACEUTICALS

CUSIP: 92532F100

3

Guru Owners

$30.9M

Total Value Held

69,130

Total Shares

$18.0M
1.43%
$6.9M
1.01%
$6.0M
0.03%

📊 Fundamentals

Market Cap$132.5B
P/E Ratio31.0x
Above market avg
Forward P/E24.5x
P/FCF47.6x
EPS (TTM)$16.87
Revenue (TTM)$12.2B
Profit Margin35.51%
Beta0.29

52-Week Range

$362.50
$533.67

Current: $522.25

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.0x trailing earnings → 24.5x forward · 35.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$21.1M$42.1M$63.2M$84.2MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $30.9M
INCREASEDTweedy Browne$18.0M
REDUCEDTorray LLC$6.9M
REDUCEDRay Dalio$6.0M
Q4 '253 owners · $37.2M
INCREASEDTweedy Browne$17.7M
REDUCEDRay Dalio$12.5M
REDUCEDTorray LLC$7.0M
Q3 '253 owners · $36.7M
INCREASEDTweedy Browne$15.3M
INCREASEDRay Dalio$15.0M
REDUCEDTorray LLC$6.4M
Q2 '253 owners · $39.4M
REDUCEDTweedy Browne$16.6M
NEWRay Dalio$15.3M
INCREASEDTorray LLC$7.5M
Q1 '252 owners · $26.2M
REDUCEDTweedy Browne$18.6M
REDUCEDTorray LLC$7.6M
SOLDRay Dalio
Q4 '243 owners · $23.1M
REDUCEDTweedy Browne$16.4M
NEWTorray LLC$6.4M
INCREASEDRay Dalio$286K
SOLDJohn Armitage

💰 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. 9.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
22.8%current: 22.8%
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

VRTX: Held by 3 superinvestors · 24 congress member trades

SELLDavid TaylorR
$1,001 - $15,0002026-01-29
BUYRo KhannaD
$1,001 - $15,0002025-10-07
SELLRo KhannaD
$1,001 - $15,0002025-08-26
BUYDavid TaylorR
$1,001 - $15,0002025-08-07
BUYRo KhannaD
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-06-23
SELLLisa McClainR
$1,001 - $15,0002025-06-11
SELLLisa McClainR
$1,001 - $15,0002025-06-10
SELLRo KhannaD
$1,001 - $15,0002025-05-28
SELLRo KhannaD
$1,001 - $15,0002025-05-19
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYRo KhannaD
$1,001 - $15,0002025-04-23
SELLByron DonaldsR
$1,001 - $15,0002025-03-20
BUYJefferson ShreveR
$15,001 - $50,0002025-03-13
BUYRo KhannaD
$1,001 - $15,0002025-02-25
BUYJefferson ShreveR
$15,001 - $50,0002025-02-24
SELLRo KhannaD
$1,001 - $15,0002025-02-19
SELLRo KhannaD
$1,001 - $15,0002025-01-22
BUYRo KhannaD
$1,001 - $15,0002025-01-17
BUYLisa McClainR
$1,001 - $15,0002024-12-11