Mason Morfit's portfolio
Collaborative activist; takes board seats and works with management on long-term value creation.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- PayPay Corporation American Depository SharesPAYP$31M
Added to
- Amazon.comAMZN$701M
- RKTRKT$656M
- BlackRockBLK$559M
- ToastTOST$393M
- KKR & Co.KKR$327M
- Spotify Technology SASPOT$242M
- CBRE Group Inc Class ACBRE$134M
Trimmed
- Liberty Live Holdings, Inc. Series C Liberty Live Group Common StockLLYVK$229M
- Simpson Manufacturing CompanySSD$174M
- RobloxRBLX$171M
- Liberty Live Holdings, Inc. Series A Liberty Live Group Common StockLLYVA$80M
- MongoDBMDB$56M
Sold out
None this quarter.
Holdings
18 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Visa Inc. Class AV | 14.10% | $795M | 2,316,250 | Held |
| Amazon.comAMZN | 12.44% | $701M | 2,941,700 | Added |
| RKTRKT | 11.65% | $656M | 41,668,774 | Added |
| BlackRockBLK | 9.93% | $559M | 581,700 | Added |
| Meta PlatformsMETA | 9.15% | $516M | 915,674 | Held |
| Salesforce.comCRM | 8.32% | $469M | 2,994,509 | Held |
| ToastTOST | 6.98% | $393M | 14,134,038 | Added |
| KKR & Co.KKR | 5.79% | $327M | 3,558,200 | Added |
| Spotify Technology SASPOT | 4.29% | $242M | 526,800 | Added |
| Liberty Live Holdings, Inc. Series C Liberty Live Group Common StockLLYVK | 4.07% | $229M | 2,172,388 | Trimmed |
| Simpson Manufacturing CompanySSD | 3.09% | $174M | 830,642 | Trimmed |
| RobloxRBLX | 3.04% | $171M | 3,147,421 | Trimmed |
| CBRE Group Inc Class ACBRE | 2.37% | $134M | 992,391 | Added |
| Liberty Live Holdings, Inc. Series A Liberty Live Group Common StockLLYVA | 1.41% | $80M | 785,119 | Trimmed |
| MongoDBMDB | 0.99% | $56M | 165,700 | Trimmed |
| Live Nation Entertainment In | 0.98% | $55M | 302,066 | Held |
| Wix.ComWIX | 0.84% | $47M | 1,099,370 | Held |
| PayPay Corporation American Depository SharesPAYP | 0.55% | $31M | 2,154,800 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Mason Morfit own?
In the Q2 2026 13F, ValueAct Holdings L.P. reported 18 US stock positions worth $5.6B. The largest: Visa Inc. Class A (V) 14.1%, Amazon.com (AMZN) 12.4%, RKT (RKT) 11.6%, BlackRock (BLK) 9.9%, Meta Platforms (META) 9.2%.
What did Mason Morfit buy last quarter?
In Q2 2026: new position in PayPay Corporation American Depository Shares (PAYP); added to Amazon.com (AMZN); added to RKT (RKT); added to BlackRock (BLK).
When is Mason Morfit's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.