What Mason Morfit Bought in Q1 2024
ValueAct Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$4.54B
Total Value
12
Holdings
0
New Buys
0
Reduced
In Q1 2024, Mason Morfit reported 12 long equity positions worth $4.54B in their ValueAct Capital 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 3486309 | $1.05B | 23.11% | — |
| 2 | NSIT | INSIGHT ENTERPRISES INC | 4511739 | $837.0M | 18.42% | — |
| 3 | DIS | DISNEY WALT CO | 5418631 | $663.0M | 14.59% | — |
| 4 | FISV | FISERV INC | 3655641 | $584.2M | 12.86% | — |
| 5 | EXPE | EXPEDIA GROUP INC | 3414568 | $470.4M | 10.35% | — |
| 6 | CBRE | CBRE GROUP INC | 2470748 | $240.3M | 5.29% | — |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 820553 | $216.5M | 4.77% | — |
| 8 | KKR | KKR & CO INC | 1904808 | $191.6M | 4.22% | — |
| 9 | NYT | NEW YORK TIMES CO | 2094392 | $90.5M | 1.99% | — |
| 10 | RBLX | ROBLOX CORP | 2300000 | $87.8M | 1.93% | — |
| 11 | FLUT | FLUTTER ENTMT PLC | 495135 | $78.2M | 1.72% | — |
| 12 | ILMN | ILLUMINA INC | 243777 | $33.5M | 0.74% | — |