Mason Morfit — Recent Buys
ValueAct Capital · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Mason Morfit opened 1 new positions and increased 10 existing holdings in the Q2 '26 filing — a combined buy footprint of $3.35B. Largest new position: PAYPAY CORP at $30.9M.
New positions (1)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| PAYP | PAYPAY CORP | 2154800 | $30.9M | 0.55% |
Increased positions (10)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 2941700 | $701.1M | 12.44% | +2.0% |
| RKT | ROCKET COS INC | 41668774 | $656.3M | 11.65% | +47.7% |
| BLK | BLACKROCK INC | 581700 | $559.3M | 9.93% | +6.5% |
| TOST | TOAST INC | 14134038 | $393.2M | 6.98% | +9.6% |
| KKR | KKR & CO INC | 3558200 | $326.6M | 5.80% | +8.5% |
| SPOT | SPOTIFY TECHNOLOGY S A | 526800 | $241.9M | 4.29% | +46.9% |
| SSD | SIMPSON MFG INC | 830642 | $173.9M | 3.09% | +-40.6% |
| CBRE | CBRE GROUP INC | 992391 | $133.7M | 2.37% | +323.0% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 785119 | $79.5M | 1.41% | +-55.8% |
| MDB | MONGODB INC | 165700 | $55.7M | 0.99% | +-84.0% |