What Mason Morfit Bought in Q1 2025
ValueAct Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$4.58B
Total Value
14
Holdings
2
New Buys
4
Reduced
In Q1 2025, Mason Morfit reported 14 long equity positions worth $4.58B in their ValueAct Capital 13F filing, including 2 new positions (largest: ROCKET COS INC at $81.2M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 2898509 | $777.8M | 16.98% | — |
| 2 | DIS | DISNEY WALT CO | 6566031 | $648.1M | 14.15% | — |
| 3 | NSIT | INSIGHT ENTERPRISES INC | 4061739 | $609.2M | 13.30% | — |
| 4 | META | META PLATFORMS INC | 1014874 | $584.9M | 12.77% | 379.8% |
| 5 | RBLX | ROBLOX CORP | 8764921 | $510.9M | 11.15% | +-13.5% |
| 6 | V | VISA INC | 1312950 | $460.1M | 10.04% | 251.4% |
| 7 | LLYVK* | LIBERTY MEDIA CORP DEL | 3903888 | $266.0M | 5.81% | +23.2% |
| 8 | EXPE | EXPEDIA GROUP INC | 1117156 | $187.8M | 4.10% | -44.6% |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 885266 | $115.6M | 2.52% | +-16.6% |
| 10 | LLYVA* | LIBERTY MEDIA CORP DEL | 1658648 | $111.5M | 2.43% | +30.8% |
| 11 | AMZN | AMAZON COM INC | 563100 | $107.1M | 2.34% | +4.9% |
| 12 | TOST | TOAST INC | 2597200 | $86.1M | 1.88% | -69.6% |
| 13 | RKT | ROCKET COS INC | 6728509 | $81.2M | 1.77% | NEW |
| 14 | NU | NU HLDGS LTD | 3416200 | $35.0M | 0.76% | NEW |