Constructive Activist2025-12-31 기준
Mason Morfit
ValueAct Capital Management LP
밸류액트 캐피탈의 CEO. "건설적 행동주의"로 불리는 협력적 접근법으로 기업 가치를 높이며, 마이크로소프트 이사회 합류로 주목받았다.
$7.03BAUM
16Holdings
2025-12-31 요약
3개 종목 신규 매수 (BLK, LLYVK, LLYVA) · 6개 종목 추가 매수 (TOST, RKT, RBLX 등) · 4개 비중 축소 · 최대 보유: CRM 11.3%
Portfolio Heatmap
크기 = 포트폴리오 비중 · 초록 = 보유량 늘림 · 빨강 = 보유량 줄임This Quarter's Trades
2025-12-31 기준New Buy3건
BLKBLACKROCK INC$743.89M10.6%
LLYVKLIBERTY LIVE HOLDINGS INC$299.71M4.3%
LLYVALIBERTY LIVE HOLDINGS INC$146.64M2.1%
Holdings
16개 종목| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  CRMSALESFORCE INC | 11.29% | 2,994,509 | $793.28M | +3.31% | Added |
| 2 |  AMZNAMAZON COM INC | 11.15% | 3,394,300 | $783.47M | -3.03% | Partial Sell |
| 3 |  RKTROCKET COS INC | 10.85% | 39,380,652 | $762.41M | +55.07% | Added |
| 4 | BLKBLACKROCK INC | 10.59% | 695,000 | $743.89M | - | New Position |
| 5 |  METAMETA PLATFORMS INC | 9.85% | 1,047,974 | $691.76M | +36.34% | Added |
| 6 |  VVISA INC | 8.58% | 1,718,250 | $602.61M | +9.73% | Added |
| 7 |  MDBMONGODB INC | 8.40% | 1,406,800 | $590.42M | -33.59% | Partial Sell |
| 8 |  RBLXROBLOX CORP | 6.89% | 5,975,821 | $484.22M | +39.52% | Added |
| 9 |  DISDISNEY WALT CO | 4.98% | 3,077,931 | $350.18M | -29.92% | Partial Sell |
| 10 | LLYVKLIBERTY LIVE HOLDINGS INC | 4.27% | 3,603,988 | $299.71M | - | New Position |
FAQ
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