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Mason Morfit / ValueAct

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

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

13FScore 53/100 — cloning their disclosed top holdings over ~4.7y returned +6%/yr vs S&P +10%/yr (alpha -4%/yr), ahead of the market in 42% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$KKR · KKR & CO INC5.3%$303,372,250+9%HighKKR is a global alternative asset manager investing across private equity, credit, infrastructure, and real estate, and also operates an insurance business through Global Atlantic.S&P
$SPOT · SPOTIFY TECHNOLOGY S A3.0%$173,840,235-5%MedSpotify Technology operates a global audio streaming platform offering music and podcasts through ad-supported and paid subscription tiers.
$WIX · WIX COM LTD1.6%$94,069,243-51%MedWix.com provides a cloud-based platform that lets users build, host, and manage websites and online stores, plus related business and marketing tools.NASDAQ

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$V · VISA INC12.3%+35%+19%HighVisa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$TOST · TOAST INC6.0%+61%+13%MedToast provides a cloud-based point-of-sale and management platform for restaurants, including payment processing, ordering, payroll and operations software and hardware.

Top holdings now

Issuer% bookSince entryBusinessTags
$V · VISA INC12.3%+30% Q3 '24Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$AMZN · AMAZON COM INC10.5%+13% Q4 '24Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$CRM · SALESFORCE INC9.8%+29% Q4 '22Salesforce provides cloud-based customer relationship management (CRM) software and a broad suite of enterprise applications for sales, service, marketing, and analytics.S&PBitget →
$BLK · BLACKROCK INC9.2%+0% Q4 '25BlackRock is the world's largest asset manager, offering index and active investment funds including its iShares ETFs, plus the Aladdin risk-and-portfolio technology platform.S&P
$META · META PLATFORMS INC9.2%+13% Q3 '24Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$RKT · ROCKET COS INC7.0%+20% Q1 '25Rocket Companies is a fintech and mortgage holding company whose Rocket Mortgage business originates and services home loans, alongside related real estate and personal finance services.Citrini
$TOST · TOAST INC6.0%-18% Q3 '25Toast provides a cloud-based point-of-sale and management platform for restaurants, including payment processing, ordering, payroll and operations software and hardware.
$LLYVK · LIBERTY LIVE HOLDINGS INC5.9%+23% Q4 '25Liberty Live is a tracking stock of Liberty Media designed to track the economic performance of its equity stake in Live Nation Entertainment, the live-events and ticketing company.NASDAQ
$RBLX · ROBLOX CORP5.8%+78% Q3 '23Roblox operates an online platform where users create, share, and play user-generated 3D games and experiences, monetized through its virtual currency.
$KKR · KKR & CO INC5.3%+9% Q1 '26KKR is a global alternative asset manager investing across private equity, credit, infrastructure, and real estate, and also operates an insurance business through Global Atlantic.S&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker