Constructive ActivistAs of 2026-03-31
Mason Morfit
ValueAct Capital Management LP
CEO of ValueAct Capital. Known for 'constructive activism,' a collaborative approach to value creation, and gained prominence by joining the Microsoft board.
$5.71BAUM
18Holdings
2026-03-31 Summary
3개 종목 신규 매수 (KKR, SPOT, WIX) · 2개 종목 추가 매수 (TOST, V) · 11개 비중 축소 · Top holding: V 12.3%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
18 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  VVISA INC | 12.26% | 2,316,250 | $700.06M | +34.80% | Added |
| 2 |  AMZNAMAZON COM INC | 10.52% | 2,884,600 | $600.78M | -15.02% | Partial Sell |
| 3 |  CRMSALESFORCE INC | 9.79% | 2,994,509 | $558.98M | +0.00% | No Change |
| 4 |  BLKBLACKROCK INC | 9.19% | 546,100 | $525.19M | -21.42% | Partial Sell |
| 5 |  METAMETA PLATFORMS INC | 9.17% | 915,674 | $523.88M | -12.62% | Partial Sell |
| 6 |  RKTROCKET COS INC | 7.04% | 28,214,724 | $402.06M | -28.35% | Partial Sell |
| 7 |  TOSTTOAST INC | 5.98% | 12,895,438 | $341.86M | +60.89% | Added |
| 8 |  LLYVKLIBERTY LIVE HOLDINGS INC | 5.87% | 3,561,208 | $335.15M | -1.19% | Partial Sell |
| 9 |  RBLXROBLOX CORP | 5.79% | 5,848,621 | $330.80M | -2.13% | Partial Sell |
| 10 |  KKRKKR & CO INC | 5.31% | 3,279,700 | $303.37M | - | New Position |
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