Mason Morfit — Portfolio & 13F Holdings

ValueAct Capital · 2026-Q1 · filed 2026-05-15 · SEC Form 13F-HR

$4.73B
Portfolio Value
13
Positions
2
New Buys
1
Exits

Latest Quarter Activity

Sold Out (1)

Mason Morfit Portfolio — All 13 Holdings (2026-Q1)

#TickerValueWeightSharesΔ Qtr
1 V
Visa Inc
$700.1M 14.8% 2.3M +34.8%
2 AMZN
Amazon Com Inc
$600.8M 12.7% 2.9M -15%
3 CRM
Salesforce Inc
$559.0M 11.8% 3.0M
4 BLK
Blackrock Inc
$525.2M 11.1% 546K -21.4%
5 META
Meta Platforms Inc
$523.9M 11.1% 916K -12.6%
6 LLYVA
Liberty Live Holdings Inc
$498.0M 10.5% 5.3M -1.2%
7 TOST
Toast Inc
$341.9M 7.2% 12.9M +60.9%
8 RBLX
Roblox Corp
$330.8M 7.0% 5.8M -2.1%
9 MDB
Mongodb Inc
$254.0M 5.4% 1.0M -26.2%
10 SPOT
Spotify Technology S A
$173.8M 3.7% 359K NEW
11 LYV
Live Nation Entertainment In
$95.3M 2.0% 625K -24.1%
12 WIX
Wix Com Ltd
$94.1M 2.0% 1.1M NEW
13 CBRE
Cbre Group Inc
$31.8M 0.7% 235K

Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.

Disclosed Portfolio Value by Quarter

$5.67B 2025-Q4 $4.73B 2026-Q1

Sum of disclosed long US equity positions per 13F quarter. History accrues from mid-2026 onward.

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