Vulcan Value Partners, LLC
Top Portfolio Positions
31 positions ·
$3,763,045,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EG |
Everest Group, Ltd.
Financial Services
|
1,361,865 | $445,125,575 | 11.83% | |
| RYAN |
Ryan Specialty Holdings, Inc.
Financial Services
|
13,190,670 | $445,053,204 | 11.83% | |
| MSFT |
Microsoft Corp
Technology
|
1,108,991 | $410,515,198 | 10.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,595,868 | $332,371,428 | 8.83% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
912,674 | $246,960,457 | 6.56% | |
| TRU |
TransUnion
Financial Services
|
3,207,405 | $221,920,351 | 5.90% | |
| TDG |
TransDigm Group INC
Industrials
|
184,228 | $213,512,882 | 5.67% | |
| V |
Visa Inc.
Financial Services
|
639,454 | $193,268,576 | 5.14% | |
| MA |
Mastercard Inc
Financial Services
|
383,179 | $191,459,219 | 5.09% | |
| ARES |
Ares Management Corp
Financial Services
|
1,691,176 | $184,507,301 | 4.90% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QRVO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,806,126 | 268,813 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $93,244,446 | 1,103,354 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $109,056,004 | 1,197,365 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $112,132,825 | 1,320,608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $172,188,011 | 2,377,959 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $180,510,029 | 2,581,296 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $173,434,811 | 1,678,943 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $180,722,324 | 1,573,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $187,208,381 | 1,662,449 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $188,628,193 | 1,975,785 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,520,338 | 2,308,344 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $251,287,125 | 2,474,029 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $247,347,586 | 2,728,901 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $273,206,134 | 3,440,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $445,342,160 | 4,721,609 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $673,828,127 | 5,429,719 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $882,141,253 | 5,640,650 | Shares | Sole | 2022-03-04 | |
| 2021-09-30 | $724,967,940 | 4,336,192 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $824,859,617 | 4,215,996 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $799,066,403 | 4,373,653 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $769,008,227 | 4,625,057 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,009,913,372 | 7,828,179 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,034,890,289 | 9,362,981 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $795,715,780 | 9,868,731 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||