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Mason Morfit / ValueAct

Tier 1 · PRIORITY · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $5,712,466,529 · 18 positions · top-10 80.9% · SEC filing history →

13FScore 47/100 — cloning their disclosed top holdings over ~4.6y returned +3%/yr vs S&P +11%/yr (alpha -7%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$KKR · KKR & CO INC5.3%$303,372,250HighGlobal private equity and alternative asset manager
SPOTIFY TECHNOLOGY S A3.0%$173,840,235MedMusic and podcast streaming platform
WIX COM LTD1.6%$94,069,243MedWebsite building and hosting platform

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$V · VISA INC12.3%+35%HighGlobal card payment network
$TOST · TOAST INC6.0%+61%MedRestaurant point-of-sale and management software

Top holdings now

Issuer% bookBusiness
$V · VISA INC12.3%Global card payment network
$AMZN · AMAZON COM INC10.5%E-commerce, AWS cloud computing, advertising, devices
$CRM · SALESFORCE INC9.8%Cloud CRM and enterprise software
$BLK · BLACKROCK INC9.2%World's largest asset manager (iShares)
$META · META PLATFORMS INC9.2%Facebook, Instagram, WhatsApp; digital ads and AI
$RKT · ROCKET COS INC7.0%Online mortgage lender (Rocket Mortgage)
$TOST · TOAST INC6.0%Restaurant point-of-sale and management software
$LLYVK · LIBERTY LIVE HOLDINGS INC5.9%Tracking stock for Liberty's Live Nation stake
$RBLX · ROBLOX CORP5.8%Online gaming and user-generated-content platform
$KKR · KKR & CO INC5.3%Global private equity and alternative asset manager

Generated 2026-06-27 · Alpha-Investor tracker