ValueAct Capital13F
Mason Morfit · Activist · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$5.6B
Positions
18
Above their Pivot
74%
New positions
1
New positions this quarter
PAYP
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| V Visa | 14.1% | $794.7M | no change | +19.8% | 82 | Above its Pivot | 16 |
| AMZN Amazon | 12.4% | $701.1M | no change | +1.9% | 47 | Above its Pivot | 24 |
| RKT Rocket COS | 11.7% | $656.3M | added 48% | -21.5% | 51 | Below its Pivot | 1 |
| BLK Blackrock | 9.9% | $559.3M | added 7% | +5.3% | 63 | Above its Pivot | 5 |
| META Meta Platforms | 9.2% | $515.8M | no change | +1.6% | 24 | Above its Pivot | 20 |
| CRM Salesforce | 8.3% | $469.1M | no change | +25.1% | 69 | Above its Pivot | 2 |
| TOST Toast | 7.0% | $393.2M | added 10% | +11.1% | 65 | Above its Pivot | 0 |
| KKR KKR & | 5.8% | $326.6M | added 8% | -8.5% | 53 | Below its Pivot | 2 |
| SPOT Spotify Technology S | 4.3% | $241.9M | added 47% | +17.6% | 86 | Above its Pivot | 3 |
| LLYVK Liberty Live | 4.1% | $229.5M | trimmed 39% | +3.0% | 54 | Above its Pivot | 1 |
| SSD Simpson MFG | 3.1% | $173.9M | trimmed 41% | -0.5% | 69 | Below its Pivot | 0 |
| RBLX Roblox | 3.0% | $171.2M | trimmed 46% | -0.2% | 71 | Below its Pivot | 2 |
| CBRE Cbre | 2.4% | $133.7M | added 323% | -13.6% | 42 | Below its Pivot | 2 |
| LLYVA Liberty Live | 1.4% | $79.5M | trimmed 56% | +2.3% | 51 | Above its Pivot | 1 |
| MDB Mongodb | 1.0% | $55.7M | trimmed 84% | +9.7% | 53 | Above its Pivot | 0 |
| LYV Live Nation Entertainment | 1.0% | $55.3M | trimmed 52% | +4.5% | 57 | Above its Pivot | 2 |
| WIX WIX | 0.8% | $47.4M | no change | +15.6% | 62 | Above its Pivot | 0 |
| PAYP Paypay | 0.6% | $30.9M | New buy | — | — | 0 |
Largest 18 of 18 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.