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

🟢 New Buys (2)
🔴 Sold Out (1)

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

#TickerValueWeightShares
1 V $700.1M 14.8% 2.3M
2 AMZN $600.8M 12.7% 2.9M
3 CRM $559.0M 11.8% 3.0M
4 BLK $525.2M 11.1% 546K
5 META $523.9M 11.1% 916K
6 LLYVA $498.0M 10.5% 5.3M
7 TOST $341.9M 7.2% 12.9M
8 RBLX $330.8M 7.0% 5.8M
9 MDB $254.0M 5.4% 1.0M
10 SPOT $173.8M 3.7% 359K
11 LYV $95.3M 2.0% 625K
12 WIX $94.1M 2.0% 1.1M
13 CBRE $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.

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