MM
Mason Morfit
ValueAct Holdings L.P.
- Portfolio value
- $5,634,931,372
- Stocks
- 18
- Period
- Q2 2026
- Filed
- 14 Aug 2026
Collaborative activist; takes board seats and works with management on long-term value creation.
✦
Cut Mongodb Inc 84.0%, added 323% to Cbre Group Inc - A and opened 1 new position, the largest PAYP at 0.5%. Financial Services is still the biggest weight in the book at 29.8%. The top five names are 57% of it.
Added to
7
New positions
1
Reduced
5
| Action | Ticker | Shares Δ | Position Value | % Portfolio |
|---|---|---|---|---|
| ADD | AMZN | +57,100 | $701,124,778 | 12.44% |
| ADD | RKT | +13,454,050 | $656,283,191 | 11.65% |
| ADD | BLK | +35,600 | $559,339,452 | 9.93% |
| ADD | TOST | +1,238,600 | $393,208,937 | 6.98% |
| ADD | KKR | +278,500 | $326,571,596 | 5.79% |
| ADD | SPOT | +168,300 | $241,869,684 | 4.29% |
| REDUCE | LLYVK | -1,388,820 | $229,491,068 | 4.07% |
| REDUCE | SSD | -567,400 | $173,894,903 | 3.09% |
| REDUCE | RBLX | -2,701,200 | $171,156,754 | 3.04% |
| ADD | CBRE | +757,800 | $133,665,144 | 2.37% |
| REDUCE | LLYVA | -991,956 | $79,501,150 | 1.41% |
| REDUCE | MDB | -872,100 | $55,658,630 | 0.99% |
| NEW | PAYP | +2,154,800 | $30,878,284 | 0.55% |