What Mason Morfit Bought in Q2 2024
ValueAct Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$3.56B
Total Value
10
Holdings
0
New Buys
6
Reduced
In Q2 2024, Mason Morfit reported 10 long equity positions worth $3.56B in their ValueAct Capital 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 3914309 | $1.01B | 28.30% | +12.3% |
| 2 | NSIT | INSIGHT ENTERPRISES INC | 4061739 | $805.7M | 22.66% | -10.0% |
| 3 | DIS | DISNEY WALT CO | 6133631 | $609.0M | 17.12% | +13.2% |
| 4 | EXPE | EXPEDIA GROUP INC | 3414568 | $430.2M | 12.10% | — |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | 676553 | $212.3M | 5.97% | -17.5% |
| 6 | FISV | FISERV INC | 1103759 | $164.5M | 4.63% | -69.8% |
| 7 | KKR | KKR & CO INC | 1207208 | $127.0M | 3.57% | -36.6% |
| 8 | RBLX | ROBLOX CORP | 2300000 | $85.6M | 2.41% | — |
| 9 | NYT | NEW YORK TIMES CO | 1344392 | $68.8M | 1.94% | -35.8% |
| 10 | FLUT | FLUTTER ENTMT PLC | 323235 | $46.8M | 1.31% | -34.7% |