Mason Morfit portfolio
Updated November 15, 2026
Mason Morfit (ValueAct Capital) — A quiet activist that usually works with management through a board seat rather than fighting it.
According to the latest 13F report that ValueAct Capital filed with the SEC (Q2 2026, filed August 14, 2026), its US stock portfolio is worth about $5.6B across 18 holdings. The largest positions are Visa Inc-class A SharesV, Amazon.com IncAMZN, Rocket COS Inc-class ARKT, and the top 10 make up 87% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Visa Inc-class A SharesV | 14.1% | $795M | — |
| 2 | Amazon.com IncAMZN | 12.4% | $701M | Added +2% |
| 3 | Rocket COS Inc-class ARKT | 11.6% | $656M | Added +48% |
| 4 | Blackrock IncBLK | 9.9% | $559M | Added +7% |
| 5 | Meta Platforms Inc-class AMETA | 9.2% | $516M | — |
| 6 | Salesforce IncCRM | 8.3% | $469M | — |
| 7 | Toast Inc-class ATOST | 7.0% | $393M | Added +10% |
| 8 | KKR & Co IncKKR | 5.8% | $327M | Added +8% |
| 9 | Spotify Technology S ASPOT | 4.3% | $242M | Added +47% |
| 10 | Liberty Live Holdings-cLLYVK | 4.1% | $229M | Trimmed +39% |
| 11 | Simpson Manufacturing Co IncSSD | 3.1% | $174M | Trimmed +41% |
| 12 | Roblox Corp -class ARBLX | 3.0% | $171M | Trimmed +46% |
| 13 | Cbre Group Inc - ACBRE | 2.4% | $134M | Added +323% |
| 14 | Liberty Live Holdings-aLLYVA | 1.4% | $80M | Trimmed +56% |
| 15 | Mongodb IncMDB | 1.0% | $56M | Trimmed +84% |
| 16 | Live Nation Entertainment INLYV | 1.0% | $55M | Trimmed +52% |
| 17 | WIX Com LTDWIX | 0.8% | $47M | — |
| 18 | Paypay CorpPAYP | 0.5% | $31M | New buy |
Positions sold out
Frequently asked questions
What does Mason Morfit own now?
According to the latest 13F (Q2 2026), the largest holdings are Visa Inc-class A SharesV, Amazon.com IncAMZN, Rocket COS Inc-class ARKT. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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