Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Mason Morfit
Mason Morfit (Vulcan Value Partners, LLC): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 18 Positionen mit einem Gesamtwert von $5,6 Mrd. Wertentwicklung: 1 Jahr -3,36 %, 3 Jahre +94,91 %, 5 Jahre +102,01 %.
Mason Morfit
Vulcan Value Partners, LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $5,6 Mrd.
Größte Position Visa Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr -3,36 %
Gesamtrendite · 3 Jahre +94,91 %
Gesamtrendite · 5 Jahre +102,01 %
18 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 VVisa Inc | 14,10% | $794.682.213 | 2.316.250 | – | BUY Q1 · 2026+34,8% · 598 Tsd. Stk. | $368,29 | |
 AMZNAmazon Com Inc | 12,44% | $701.124.778 | 2.941.700 | BUY Q2 · 2026+2,0% · 57 Tsd. Stk. | ← | $253,71 | |
 RKTRocket Cos Inc | 11,65% | $656.283.191 | 41.668.774 | BUY Q2 · 2026+47,7% · 13,5 Mio. Stk. | ← | $12,29 | |
 BLKBlackrock Inc | 9,93% | $559.339.452 | 581.700 | BUY Q2 · 2026+6,5% · 36 Tsd. Stk. | ← | $1.069,78 | |
 METAMeta Platforms Inc | 9,15% | $515.790.007 | 915.674 | – | SOLD Q1 · 2026-12,6% · 132 Tsd. Stk. | $665,75 | |
 CRMSalesforce Inc | 8,33% | $469.119.780 | 2.994.509 | – | BUY Q4 · 2025+3,3% · 96 Tsd. Stk. | $237,92 | |
 TOSTToast Inc | 6,98% | $393.208.937 | 14.134.038 | BUY Q2 · 2026+9,6% · 1,2 Mio. Stk. | ← | $29,74 | |
 KKRKkr & Co Inc | 5,80% | $326.571.596 | 3.558.200 | BUY Q2 · 2026+8,5% · 279 Tsd. Stk. | ← | $98,81 | |
 SPOTSpotify Technology S A | 4,29% | $241.869.684 | 526.800 | BUY Q2 · 2026+46,9% · 168 Tsd. Stk. | ← | $509,45 | |
 LLYVKLiberty Live Holdings Inc | 4,07% | $229.491.068 | 2.172.388 | SOLD Q2 · 2026-39,0% · 1,4 Mio. Stk. | ← | $96,28 | |
N/A SSDSimpson Mfg Inc | 3,09% | $173.894.903 | 830.642 | SOLD Q2 · 2026-40,6% · 567 Tsd. Stk. | ← | $171,23 | |
 RBLXRoblox Corp | 3,04% | $171.156.754 | 3.147.421 | SOLD Q2 · 2026-46,2% · 2,7 Mio. Stk. | ← | $47,82 | |
 CBRECbre Group Inc | 2,37% | $133.665.144 | 992.391 | BUY Q2 · 2026+323,0% · 758 Tsd. Stk. | ← | $139,50 | |
 LLYVALiberty Live Holdings Inc | 1,41% | $79.501.150 | 785.119 | SOLD Q2 · 2026-55,8% · 992 Tsd. Stk. | ← | $93,01 | |
 MDBMongodb Inc | 0,99% | $55.658.630 | 165.700 | SOLD Q2 · 2026-84,0% · 872 Tsd. Stk. | ← | $383,56 | |
 LYVLive Nation Entertainment In | 0,98% | $55.311.305 | 302.066 | SOLD Q2 · 2026-51,6% · 323 Tsd. Stk. | ← | $167,12 | |
 WIXWix Com Ltd | 0,84% | $47.384.496 | 1.099.370 | – | – | $78,49 | |
N/A PAYPPaypay Corp | 0,55% | $30.878.284 | 2.154.800 | NEW Q2 · 20262,2 Mio. Stk. | – | $17,71 | |
 DISDisney Walt Co Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 400 Tsd. Stk. | ← | $102,67 |
