Mason Morfit's portfolio — ValueAct Capital

Works with management teams from the inside, often joining the board.

ValueAct Capital's 13F filing for Q2 2026 lists 18 stocks worth $5.63B, led by V, AMZN, RKT. That quarter it opened 1 new positions, added to 7, reduced 6 and sold out of 1.

Top holdings, Q2 2026

1. V Visa Inc — $795M (14.1% of the portfolio)
2. AMZN AMAZON COM INC — $701M (12.4% of the portfolio)
3. RKT ROCKET COS INC — $656M (11.6% of the portfolio)
4. BLK BLACKROCK INC — $559M (9.9% of the portfolio)
5. META META PLATFORMS INC — $516M (9.2% of the portfolio)
6. CRM SALESFORCE INC — $469M (8.3% of the portfolio)
7. TOST TOAST INC — $393M (7.0% of the portfolio)
8. KKR KKR & CO INC — $327M (5.8% of the portfolio)
9. SPOT SPOTIFY TECHNOLOGY S A — $242M (4.3% of the portfolio)
10. LLYVK LIBERTY LIVE HOLDINGS INC — $229M (4.1% of the portfolio)

What stocks does Mason Morfit own?

Mason Morfit's largest holdings at ValueAct Capital as of Q2 2026 are V (14.1%), AMZN (12.4%), RKT (11.6%), BLK (9.9%), META (9.2%).

How much is Mason Morfit's portfolio worth?

ValueAct Capital reported $5.63B in U.S. stocks across 18 holdings in its Q2 2026 13F filing.

What did Mason Morfit buy and sell in Q2 2026?

It opened 1 new positions, added to 7, reduced 6 and sold out of 1.

Every position in ValueAct Capital's 13F filing · All famous investors · What they hold in common