Constructive ActivistAs of 2025-12-31
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.
$7.03BAUM
16Holdings
2025-12-31 Summary
3개 종목 신규 매수 (BLK, LLYVK, LLYVA) · 6개 종목 추가 매수 (TOST, RKT, RBLX 등) · 4개 비중 축소 · Top holding: CRM 11.3%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준New Buy3
BLKBLACKROCK INC$743.89M10.6%
LLYVKLIBERTY LIVE HOLDINGS INC$299.71M4.3%
LLYVALIBERTY LIVE HOLDINGS INC$146.64M2.1%
Holdings
16 positions| # | 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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