What Mason Morfit Bought in Q4 2025
ValueAct Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$7.03B
Total Value
16
Holdings
3
New Buys
5
Reduced
In Q4 2025, Mason Morfit reported 16 long equity positions worth $7.03B in their ValueAct Capital 13F filing, including 3 new positions (largest: BLACKROCK INC at $743.9M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 2994509 | $793.3M | 11.29% | +3.3% |
| 2 | AMZN | AMAZON COM INC | 3394300 | $783.5M | 11.15% | -3.0% |
| 3 | RKT | ROCKET COS INC | 39380652 | $762.4M | 10.85% | +55.1% |
| 4 | BLK | BLACKROCK INC | 695000 | $743.9M | 10.59% | NEW |
| 5 | META | META PLATFORMS INC | 1047974 | $691.8M | 9.85% | 36.3% |
| 6 | V | VISA INC | 1718250 | $602.6M | 8.58% | +9.7% |
| 7 | MDB | MONGODB INC | 1406800 | $590.4M | 8.40% | -33.6% |
| 8 | RBLX | ROBLOX CORP | 5975821 | $484.2M | 6.89% | +39.5% |
| 9 | DIS | DISNEY WALT CO | 3077931 | $350.2M | 4.98% | -29.9% |
| 10 | LLYVK | LIBERTY LIVE HOLDINGS INC | 3603988 | $299.7M | 4.27% | NEW |
| 11 | TOST | TOAST INC | 8015277 | $284.6M | 4.05% | +135.9% |
| 12 | SSD | SIMPSON MFG INC | 1472142 | $237.7M | 3.38% | +21.9% |
| 13 | LLYVA | LIBERTY LIVE HOLDINGS INC | 1799319 | $146.6M | 2.09% | NEW |
| 14 | LYV | LIVE NATION ENTERTAINMENT IN | 823066 | $117.3M | 1.67% | +28.4% |
| 15 | NSIT | INSIGHT ENTERPRISES INC | 1216592 | $99.1M | 1.41% | -46.4% |
| 16 | CBRE | CBRE GROUP INC | 234591 | $37.7M | 0.54% | — |