Mason Morfit
ValueAct Capital · Constructive activist Runs a concentrated, long-term book that takes friendly activist stakes in a small number of companies and often seeks board representation to influence strategy.
ValueAct Capital is a San Francisco-based investment management firm, managing roughly $10 billion in assets, that invests in public equities and is known for taking constructive activist stakes; Mason Morfit leads the firm as its chief executive.
Showing all 18 reported 13(f) positions; TradingPilot links only the 5 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- V14.1%
- AMZN12.4%
- ROCKET COS INC11.6%
- BLACKROCK INC9.9%
- META9.2%
- CRM8.3%
- TOAST INC7.0%
- KKR & CO INC5.8%
- SPOTIFY TECHNOLOGY S A4.3%
- LIBERTY LIVE HOLDINGS INC4.1%
- Others13.3%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 14.1% | 2,316,250 | $343.09 | $410.54 +19.7% | $794.7M | Held +0% |
| 2 | AMZN | AMAZON COM INC | 12.4% | 2,941,700 | $238.34 | $243.79 +2.3% | $701.1M | Added +2% |
| 3 | — | ROCKET COS INC | 11.6% | 41,668,774 | $15.75 | — | $656.3M | Added +48% |
| 4 | — | BLACKROCK INC | 9.9% | 581,700 | $961.56 | — | $559.3M | Added +7% |
| 5 | META | META PLATFORMS INC | 9.2% | 915,674 | $563.29 | $624.52 +10.9% | $515.8M | Held +0% |
| 6 | CRM | SALESFORCE INC | 8.3% | 2,994,509 | $156.66 | $230.90 +47.4% | $469.1M | Held +0% |
| 7 | — | TOAST INC | 7.0% | 14,134,038 | $27.82 | — | $393.2M | Added +10% |
| 8 | — | KKR & CO INC | 5.8% | 3,558,200 | $91.78 | — | $326.6M | Added +8% |
| 9 | — | SPOTIFY TECHNOLOGY S A | 4.3% | 526,800 | $459.13 | — | $241.9M | Added +47% |
| 10 | — | LIBERTY LIVE HOLDINGS INC | 4.1% | 2,172,388 | $105.64 | — | $229.5M | Trimmed −39% |
| 11 | — | SIMPSON MFG INC | 3.1% | 830,642 | $209.35 | — | $173.9M | Trimmed −41% |
| 12 | — | ROBLOX CORP | 3.0% | 3,147,421 | $54.38 | — | $171.2M | Trimmed −46% |
| 13 | — | CBRE GROUP INC | 2.4% | 992,391 | $134.69 | — | $133.7M | Added +323% |
| 14 | — | LIBERTY LIVE HOLDINGS INC | 1.4% | 785,119 | $101.26 | — | $79.5M | Trimmed −56% |
| 15 | MDB | MONGODB INC | 1.0% | 165,700 | $335.90 | $384.95 +14.6% | $55.7M | Trimmed −84% |
| 16 | — | LIVE NATION ENTERTAINMENT IN | 1.0% | 302,066 | $183.11 | — | $55.3M | Trimmed −52% |
| 17 | — | WIX COM LTD | 0.8% | 1,099,370 | $43.10 | — | $47.4M | Held +0% |
| 18 | — | PAYPAY CORP | 0.5% | 2,154,800 | $14.33 | — | $30.9M | New |
| — | — | DISNEY WALT CO | — | 0 | — | — | $0 | Sold-Out −100% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Mason Morfit's reported 13F book holds 18 equity positions; the top 5 are 57% of it.
- VISA INC (V) — 14.1% of 13F
- AMAZON COM INC (AMZN) — 12.4% of 13F
- ROCKET COS INC — 11.6% of 13F
- BLACKROCK INC — 9.9% of 13F
- META PLATFORMS INC (META) — 9.2% of 13F
This quarter: 1 new, 7 added, 6 trimmed, 1 sold out.
- ROCKET COS INC — Added (+13,454,050 sh)
- ROBLOX CORP — Trimmed (−2,701,200 sh)
- LIBERTY LIVE HOLDINGS INC — Trimmed (−1,388,820 sh)
- TOAST INC — Added (+1,238,600 sh)
- LIBERTY LIVE HOLDINGS INC — Trimmed (−991,956 sh)