Mason Morfit
Fund Manager 13FCEO & CIO, ValueAct Capital. Activist investor.
Portfolio Value & Profit / Loss
Portfolio value
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Profit / loss (amount)
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Profit / loss (%)
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Portfolio Breakdown
Trade History
| Trade Date | Disclosed | Ticker | Asset | Action | Amount | Source |
|---|---|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | WIX | WIX COM LTD | BUY | 1,099,370 shares @ $94,069,243 total $94,069,243 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | VISA | VISA INC | BUY | 2,316,250 shares @ $700,063,400 total $700,063,400 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | TOAST | TOAST INC | BUY | 12,895,438 shares @ $341,858,061 total $341,858,061 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | S | SPOTIFY TECHNOLOGY S A | BUY | 358,500 shares @ $173,840,235 total $173,840,235 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | MFG | SIMPSON MFG INC | BUY | 1,398,042 shares @ $239,931,968 total $239,931,968 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | SALESF | SALESFORCE INC | BUY | 2,994,509 shares @ $558,984,995 total $558,984,995 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | COS | ROCKET COS INC | BUY | 28,214,724 shares @ $402,059,817 total $402,059,817 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | ROBLOX | ROBLOX CORP | BUY | 5,848,621 shares @ $330,798,004 total $330,798,004 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | MONGOD | MONGODB INC | BUY | 1,037,800 shares @ $254,022,306 total $254,022,306 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | META | META PLATFORMS INC | BUY | 915,674 shares @ $523,884,566 total $523,884,566 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | LIVE | LIVE NATION ENTERTAINMENT IN | BUY | 624,666 shares @ $95,267,812 total $95,267,812 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | LIVE | LIBERTY LIVE HOLDINGS INC | BUY | 3,561,208 shares @ $335,145,285 total $335,145,285 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | LIVE | LIBERTY LIVE HOLDINGS INC | BUY | 1,777,075 shares @ $162,851,153 total $162,851,153 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | KKR | KKR & CO INC | BUY | 3,279,700 shares @ $303,372,250 total $303,372,250 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | WALT | DISNEY WALT CO | BUY | 400,231 shares @ $38,574,264 total $38,574,264 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | CBRE | CBRE GROUP INC | BUY | 234,591 shares @ $31,777,697 total $31,777,697 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | BLACKR | BLACKROCK INC | BUY | 546,100 shares @ $525,189,831 total $525,189,831 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | AMAZON | AMAZON COM INC | BUY | 2,884,600 shares @ $600,775,642 total $600,775,642 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | VISA | VISA INC | BUY | 1,718,250 shares @ $602,607,458 total $602,607,458 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | TOAST | TOAST INC | BUY | 8,015,277 shares @ $284,622,486 total $284,622,486 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | MFG | SIMPSON MFG INC | BUY | 1,472,142 shares @ $237,706,769 total $237,706,769 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | SALESF | SALESFORCE INC | BUY | 2,994,509 shares @ $793,275,379 total $793,275,379 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | COS | ROCKET COS INC | BUY | 39,380,652 shares @ $762,409,423 total $762,409,423 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | ROBLOX | ROBLOX CORP | BUY | 5,975,821 shares @ $484,220,776 total $484,220,776 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | MONGOD | MONGODB INC | BUY | 1,406,800 shares @ $590,419,892 total $590,419,892 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | META | META PLATFORMS INC | BUY | 1,047,974 shares @ $691,757,158 total $691,757,158 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | LIVE | LIVE NATION ENTERTAINMENT IN | BUY | 823,066 shares @ $117,286,905 total $117,286,905 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | LIVE | LIBERTY LIVE HOLDINGS INC | BUY | 3,603,988 shares @ $299,707,642 total $299,707,642 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | LIVE | LIBERTY LIVE HOLDINGS INC | BUY | 1,799,319 shares @ $146,644,499 total $146,644,499 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 1,216,592 shares @ $99,115,750 total $99,115,750 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | WALT | DISNEY WALT CO | BUY | 3,077,931 shares @ $350,176,210 total $350,176,210 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | CBRE | CBRE GROUP INC | BUY | 234,591 shares @ $37,719,887 total $37,719,887 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | BLACKR | BLACKROCK INC | BUY | 695,000 shares @ $743,886,300 total $743,886,300 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | AMAZON | AMAZON COM INC | BUY | 3,394,300 shares @ $783,472,326 total $783,472,326 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | VISA | VISA INC | BUY | 1,565,850 shares @ $534,549,873 total $534,549,873 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | TOAST | TOAST INC | BUY | 3,397,200 shares @ $124,031,772 total $124,031,772 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | MFG | SIMPSON MFG INC | BUY | 1,207,942 shares @ $202,281,967 total $202,281,967 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | SALESF | SALESFORCE INC | BUY | 2,898,509 shares @ $686,946,633 total $686,946,633 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | COS | ROCKET COS INC | BUY | 25,395,627 shares @ $492,167,251 total $492,167,251 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | ROBLOX | ROBLOX CORP | BUY | 4,283,221 shares @ $593,311,773 total $593,311,773 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | MR | MR COOPER GROUP INC | BUY | 904,800 shares @ $190,722,792 total $190,722,792 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | MONGOD | MONGODB INC | BUY | 2,118,200 shares @ $367,192,777 total $367,192,777 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | META | META PLATFORMS INC | BUY | 768,674 shares @ $564,498,812 total $564,498,812 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | LIVE | LIVE NATION ENTERTAINMENT IN | BUY | 640,866 shares @ $104,717,504 total $104,717,504 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 3,515,888 shares @ $340,935,659 total $340,935,659 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 1,719,548 shares @ $162,153,376 total $162,153,376 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 2,271,739 shares @ $257,637,920 total $257,637,920 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | WALT | DISNEY WALT CO | BUY | 4,391,931 shares @ $502,876,100 total $502,876,100 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | CBRE | CBRE GROUP INC | BUY | 234,591 shares @ $36,962,158 total $36,962,158 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | AMAZON | AMAZON COM INC | BUY | 3,500,500 shares @ $768,604,785 total $768,604,785 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | VISA | VISA INC | BUY | 1,244,950 shares @ $442,019,498 total $442,019,498 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | MFG | SIMPSON MFG INC | BUY | 1,406,105 shares @ $218,382,168 total $218,382,168 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | SALESF | SALESFORCE INC | BUY | 2,898,509 shares @ $790,394,419 total $790,394,419 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | COS | ROCKET COS INC | BUY | 15,125,609 shares @ $214,481,136 total $214,481,136 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | ROBLOX | ROBLOX CORP | BUY | 4,732,021 shares @ $497,808,609 total $497,808,609 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | REDFIN | REDFIN CORP | BUY | 5,805,600 shares @ $64,964,664 total $64,964,664 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | MR | MR COOPER GROUP INC | BUY | 904,800 shares @ $135,005,208 total $135,005,208 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | MONGOD | MONGODB INC | BUY | 690,500 shares @ $144,998,095 total $144,998,095 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | META | META PLATFORMS INC | BUY | 623,374 shares @ $460,106,116 total $460,106,116 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | LIVE | LIVE NATION ENTERTAINMENT IN | BUY | 885,266 shares @ $133,923,040 total $133,923,040 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 3,991,888 shares @ $323,981,630 total $323,981,630 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 1,773,148 shares @ $140,929,803 total $140,929,803 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 2,861,739 shares @ $395,163,230 total $395,163,230 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | EXPEDI | EXPEDIA GROUP INC | BUY | 278,356 shares @ $46,953,090 total $46,953,090 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | WALT | DISNEY WALT CO | BUY | 5,087,631 shares @ $630,917,120 total $630,917,120 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | CCC | CCC INTELLIGENT SOLUTIONS HL | BUY | 2,881,800 shares @ $27,117,738 total $27,117,738 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | CBRE | CBRE GROUP INC | BUY | 589,391 shares @ $82,585,467 total $82,585,467 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | AMAZON | AMAZON COM INC | BUY | 3,872,500 shares @ $849,587,775 total $849,587,775 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | VISA | VISA INC | BUY | 1,312,950 shares @ $460,136,457 total $460,136,457 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | TOAST | TOAST INC | BUY | 2,597,200 shares @ $86,149,124 total $86,149,124 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | SALESF | SALESFORCE INC | BUY | 2,898,509 shares @ $777,843,875 total $777,843,875 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | COS | ROCKET COS INC | BUY | 6,728,509 shares @ $81,213,104 total $81,213,104 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | ROBLOX | ROBLOX CORP | BUY | 8,764,921 shares @ $510,907,245 total $510,907,245 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | NU | NU HLDGS LTD | BUY | 3,416,200 shares @ $34,981,888 total $34,981,888 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | META | META PLATFORMS INC | BUY | 1,014,874 shares @ $584,932,779 total $584,932,779 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | LIVE | LIVE NATION ENTERTAINMENT IN | BUY | 885,266 shares @ $115,598,034 total $115,598,034 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 3,903,888 shares @ $266,010,928 total $266,010,928 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 1,658,648 shares @ $111,527,492 total $111,527,492 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 4,061,739 shares @ $609,220,233 total $609,220,233 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | EXPEDI | EXPEDIA GROUP INC | BUY | 1,117,156 shares @ $187,793,924 total $187,793,924 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | WALT | DISNEY WALT CO | BUY | 6,566,031 shares @ $648,067,260 total $648,067,260 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | AMAZON | AMAZON COM INC | BUY | 563,100 shares @ $107,135,406 total $107,135,406 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | VISA | VISA INC | BUY | 373,600 shares @ $118,072,544 total $118,072,544 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | TOAST | TOAST INC | BUY | 8,548,600 shares @ $311,596,470 total $311,596,470 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | SALESF | SALESFORCE INC | BUY | 2,898,509 shares @ $969,058,514 total $969,058,514 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | ROBLOX | ROBLOX CORP | BUY | 10,135,921 shares @ $586,464,389 total $586,464,389 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | META | META PLATFORMS INC | BUY | 211,500 shares @ $123,835,365 total $123,835,365 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | LIVE | LIVE NATION ENTERTAINMENT INC | BUY | 1,061,466 shares @ $137,459,847 total $137,459,847 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 3,168,788 shares @ $215,667,711 total $215,667,711 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 1,268,448 shares @ $84,427,899 total $84,427,899 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 4,061,739 shares @ $617,790,502 total $617,790,502 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | EXPEDI | EXPEDIA GROUP INC | BUY | 2,017,406 shares @ $375,903,260 total $375,903,260 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | WALT | DISNEY WALT CO | BUY | 6,566,031 shares @ $731,127,552 total $731,127,552 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | AMAZON | AMAZON COM INC | BUY | 536,900 shares @ $117,790,491 total $117,790,491 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | VISA | VISA | BUY | 373,600 shares @ $102,721,320 total $102,721,320 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | SALESF | SALESFORCE INC | BUY | 3,914,309 shares @ $1,071,385,516 total $1,071,385,516 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | ROBLOX | ROBLOX CORP | BUY | 10,135,921 shares @ $448,615,863 total $448,615,863 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | META | META PLATFORMS INC | BUY | 211,500 shares @ $121,071,060 total $121,071,060 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | LIVE | LIVE NATION ENTERTAINMENT IN | BUY | 1,014,650 shares @ $111,094,029 total $111,094,029 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 1,337,500 shares @ $68,653,875 total $68,653,875 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | MEDIA | LIBERTY MEDIA CORP DEL | BUY | 671,800 shares @ $33,260,818 total $33,260,818 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 4,061,739 shares @ $874,857,963 total $874,857,963 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | EXPEDI | EXPEDIA GROUP INC | BUY | 2,607,606 shares @ $385,977,840 total $385,977,840 | Filing ↗ |
| 2024-09-30 | 2024-11-14 | WALT | DISNEY WALT CO | BUY | 7,464,831 shares @ $718,042,094 total $718,042,094 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | S | SPOTIFY TECHNOLOGY S A | BUY | 676,553 shares @ $212,295,566 total $212,295,566 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | SALESF | SALESFORCE INC | BUY | 3,914,309 shares @ $1,006,368,844 total $1,006,368,844 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | ROBLOX | ROBLOX CORP | BUY | 2,300,000 shares @ $85,583,000 total $85,583,000 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | NEW | NEW YORK TIMES CO | BUY | 1,344,392 shares @ $68,846,314 total $68,846,314 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | KKR | KKR & CO INC | BUY | 1,207,208 shares @ $127,046,570 total $127,046,570 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 4,061,739 shares @ $805,686,548 total $805,686,548 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | ENTMT | FLUTTER ENTMT PLC | BUY | 323,235 shares @ $46,755,943 total $46,755,943 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | FISERV | FISERV INC | BUY | 1,103,759 shares @ $164,504,241 total $164,504,241 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | EXPEDI | EXPEDIA GROUP INC | BUY | 3,414,568 shares @ $430,201,422 total $430,201,422 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | WALT | DISNEY WALT CO | BUY | 6,133,631 shares @ $609,008,222 total $609,008,222 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | S | SPOTIFY TECHNOLOGY S A | BUY | 820,553 shares @ $216,543,937 total $216,543,937 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | SALESF | SALESFORCE INC | BUY | 3,486,309 shares @ $1,050,006,545 total $1,050,006,545 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | ROBLOX | ROBLOX CORP | BUY | 2,300,000 shares @ $87,814,000 total $87,814,000 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | NEW | NEW YORK TIMES CO | BUY | 2,094,392 shares @ $90,519,622 total $90,519,622 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | KKR | KKR & CO INC | BUY | 1,904,808 shares @ $191,585,588 total $191,585,588 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | INSIGH | INSIGHT ENTERPRISES INC | BUY | 4,511,739 shares @ $837,017,819 total $837,017,819 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | ILLUMI | ILLUMINA INC | BUY | 243,777 shares @ $33,475,458 total $33,475,458 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | ENTMT | FLUTTER ENTMT PLC | BUY | 495,135 shares @ $78,181,817 total $78,181,817 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | FISERV | FISERV INC | BUY | 3,655,641 shares @ $584,244,545 total $584,244,545 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | EXPEDI | EXPEDIA GROUP INC | BUY | 3,414,568 shares @ $470,356,742 total $470,356,742 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | WALT | DISNEY WALT CO | BUY | 5,418,631 shares @ $663,023,689 total $663,023,689 | Filing ↗ |
| 2024-03-31 | 2024-05-15 | CBRE | CBRE GROUP INC | BUY | 2,470,748 shares @ $240,255,536 total $240,255,536 | Filing ↗ |