Notify me when Vulcan Value Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 40 | $5,444,834,000 | +$520,028,006 | -$602,876,922 | -$82,848,916 | MSFT, EG, CRM, AMZN, UNH | 13F-HR | 09 Feb 2026, 17:22 |
| Q3 2025 | 40 | $5,516,661,103 | +$532,944,267 | -$662,908,494 | -$129,964,227 | MSFT, EG, UNH, AMZN, CRM | 13F-HR | 10 Nov 2025, 14:18 |
| Q2 2025 | 38 | $5,672,703,847 | +$885,299,002 | -$1,109,833,088 | -$224,534,086 | MSFT, AMZN, EG, UNH, TDG | 13F-HR | 13 Aug 2025, 10:29 |
| Q1 2025 | 39 | $5,324,604,156 | +$536,993,703 | -$889,865,239 | -$352,871,536 | MSFT, EG, CSGP, TDG, AMZN | 13F-HR | 08 May 2025, 16:47 |
| Q4 2024 | 49 | $5,978,897,581 | +$949,033,519 | -$1,149,424,222 | -$200,390,703 | MSFT, SWKS, AMZN, GOOG, CSGP | 13F-HR | 14 Feb 2025, 13:52 |
| Q3 2024 | 43 | $5,973,954,203 | +$136,241,490 | -$1,198,089,066 | -$1,061,847,576 | AMZN, SWKS, CRM, MSFT, CSGP | 13F-HR | 13 Nov 2024, 12:08 |
| Q2 2024 | 1 | $0 | $0 | $0 | $0 | New Holdings | 15 Aug 2024, 11:26 | |
| Q2 2024 | 45 | $6,549,624,000 | +$795,168,775 | -$1,010,411,394 | -$215,242,619 | AMZN, SWKS, CRM, MSFT, GOOG | 13F-HR | 14 Aug 2024, 13:47 |
| Q1 2024 | 46 | $6,885,648,000 | +$473,007,986 | -$1,183,653,245 | -$710,645,259 | KKR, AMZN, MSFT, TDG, GOOG | 13F-HR | 15 May 2024, 11:58 |
| Q4 2023 | 46 | $6,814,692,000 | +$16,878,725 | -$967,960,282 | -$951,081,557 | KKR, AMZN, CRM, MSFT, TDG | 13F-HR | 13 Feb 2024, 15:56 |
| Q3 2023 | 45 | $6,565,933,000 | +$355,597,146 | -$1,457,278,536 | -$1,101,681,390 | AMZN, KKR, MSFT, GOOG, CRM | 13F-HR | 14 Nov 2023, 10:23 |
| Q2 2023 | 44 | $7,962,159,000 | +$381,526,304 | -$1,126,253,640 | -$744,727,336 | MSFT, AMZN, TDG, GOOG, KKR | 13F-HR | 14 Aug 2023, 11:52 |
| Q1 2023 | 43 | $7,902,714,000 | +$372,254,065 | -$919,719,885 | -$547,465,820 | MSFT, AMZN, TDG, CRM, KKR | 13F-HR | 15 May 2023, 11:36 |
| Q4 2022 | 41 | $7,443,065,000 | +$430,174,000 | -$2,234,707,262 | -$1,804,533,262 | TDG, MSFT, MA, GE, AMZN | 13F-HR | 14 Feb 2023, 14:40 |
| Q3 2022 | 37 | $8,547,468,000 | +$1,113,700,212 | -$1,590,431,768 | -$476,731,556 | AMZN, MSFT, TDG, MA, KKR | 13F-HR | 14 Nov 2022, 14:33 |
| Q2 2022 | 39 | $10,224,910,000 | +$1,558,497,753 | -$2,667,171,169 | -$1,108,673,416 | MA, AMZN, TDG, KKR, CRM | 13F-HR | 15 Aug 2022, 13:57 |
| Q1 2022 | 35 | $16,295,270,000 | +$578,751,024 | -$1,267,983,047 | -$689,232,023 | TDG, AMZN, MA, CRM, UPST | 13F-HR | 16 May 2022, 11:12 |
| Q4 2021 | 39 | $19,560,437,000 | $0 | $0 | $0 | MA, TDG, AMZN, KKR, CRM | New Holdings | 04 Mar 2022, 11:48 |
| Q4 2021 | 39 | $19,560,437,000 | +$2,875,964,172 | -$2,160,841,236 | +$715,122,936 | MA, TDG, AMZN, KKR, CRM | 13F-HR | 14 Feb 2022, 13:31 |
| Q3 2021 | 40 | $18,608,571,000 | +$2,719,944,454 | -$1,712,049,075 | +$1,007,895,379 | UPST, MA, TDG, AMZN, KKR | 13F-HR | 15 Nov 2021, 12:41 |
| Q2 2021 | 38 | $18,441,992,000 | +$1,237,433,892 | -$1,334,766,081 | -$97,332,189 | MA, KKR, TDG, AMZN, CRM | 13F-HR | 16 Aug 2021, 13:32 |
| Q1 2021 | 40 | $16,933,670,000 | +$2,760,830,181 | -$2,646,486,336 | +$114,343,845 | MA, TDG, KKR, AMZN, V | 13F-HR | 17 May 2021, 10:36 |
| Q4 2020 | 38 | $15,465,022,000 | +$1,970,786,777 | -$1,737,234,614 | +$233,552,163 | TDG, MA, KKR, AMZN, CG | 13F-HR | 16 Feb 2021, 14:45 |
| Q3 2020 | 40 | $12,858,378,000 | +$1,558,258,443 | -$2,227,499,021 | -$669,240,578 | QRVO, MA, TDG, KKR, SWKS | 13F-HR | 16 Nov 2020, 11:40 |
| Q2 2020 | 42 | $12,708,639,000 | +$1,755,632,234 | -$1,321,249,601 | +$434,382,633 | QRVO, GOOG, SWKS, AMZN, MA | 13F-HR | 14 Aug 2020, 11:08 |
| Q1 2020 | 40 | $9,648,552,000 | +$2,188,604,181 | -$2,909,523,101 | -$720,918,920 | QRVO, SWKS, GOOG, HLT, KKR | 13F-HR | 15 May 2020, 09:40 |
| Q4 2019 | 54 | $13,031,042,000 | +$1,281,209,587 | -$2,150,818,708 | -$869,609,121 | QRVO, KKR, SWKS, NVDA, GOOG | 13F-HR | 14 Feb 2020, 11:55 |
| Q3 2019 | 50 | $11,817,428,000 | +$1,204,957,985 | -$978,045,728 | +$226,912,257 | QRVO, KKR, SWKS, NVDA, GOOG | 13F-HR | 14 Nov 2019, 13:42 |
| Q2 2019 | 58 | $11,247,911,000 | +$1,497,052,972 | -$2,370,319,617 | -$873,266,645 | SWKS, QRVO, KKR, NVDA, NOV | 13F-HR | 14 Aug 2019, 11:35 |
| Q1 2019 | 54 | $11,600,485,000 | +$947,940,608 | -$1,844,795,133 | -$896,854,525 | MA, QRVO, HLT, SWKS, KKR | Restatement | 16 May 2019, 13:43 |
| Q4 2018 | 55 | $10,846,650,000 | +$2,686,257,730 | -$3,245,996,253 | -$559,738,523 | HLT, QRVO, MA, SWKS, KKR | 13F-HR | 14 Feb 2019, 15:01 |
| Q3 2018 | 55 | $13,701,148,000 | +$2,204,993,023 | -$2,090,701,591 | +$114,291,432 | ORCL, MCK, KKR, STT, NOV | 13F-HR | 14 Nov 2018, 11:19 |
| Q2 2018 | 57 | $12,927,571,000 | +$2,327,738,112 | -$2,095,961,594 | +$231,776,518 | ORCL, NOV, SWKS, QRVO, CVS | 13F-HR | 14 Aug 2018, 09:34 |
| Q1 2018 | 52 | $12,415,300,000 | +$1,427,114,767 | -$1,288,164,114 | +$138,950,653 | ORCL, NOV, CVS, MA, SWKS | 13F-HR | 15 May 2018, 10:38 |
| Q4 2017 | 57 | $12,209,641,000 | +$1,370,286,486 | -$1,214,348,192 | +$155,938,294 | ORCL, NOV, COR, CVS, MCK | 13F-HR | 14 Feb 2018, 12:16 |
| Q3 2017 | 52 | $11,676,424,000 | +$1,882,463,755 | -$1,482,663,018 | +$399,800,737 | ORCL, NOV, CVS, MA, V | 13F-HR | 14 Nov 2017, 10:10 |
| Q2 2017 | 51 | $11,219,597,000 | +$490,521,800 | -$1,353,145,709 | -$862,623,909 | ORCL, CVS, NOV, MCK, V | 13F-HR | 14 Aug 2017, 10:40 |
| Q1 2017 | 55 | $11,581,663,000 | +$966,297,999 | -$1,796,183,180 | -$829,885,181 | ORCL, NOV, CVS, MCK, COR | 13F-HR | 15 May 2017, 10:22 |
| Q4 2016 | 54 | $11,225,949,000 | +$2,421,505,529 | -$2,634,592,097 | -$213,086,568 | ORCL, NOV, AXS, MCK, ELV | 13F-HR | 14 Feb 2017, 10:08 |
| Q3 2016 | 58 | $10,887,366,000 | +$1,390,367,018 | -$1,263,173,078 | +$127,193,940 | ORCL, NOV, BEN, AXS, MA | 13F-HR | 14 Nov 2016, 10:35 |
| Q2 2016 | 55 | $10,167,665,000 | +$935,881,135 | -$1,592,234,102 | -$656,352,967 | ORCL, NOV, PH, BEN, AXS | 13F-HR | 15 Aug 2016, 10:55 |
| Q1 2016 | 55 | $11,127,914,000 | +$1,239,352,624 | -$1,285,570,135 | -$46,217,511 | ORCL, PH, NOV, BEN, DISCK | 13F-HR | 18 May 2016, 17:15 |
| Q4 2015 | 70 | $10,755,980,000 | +$1,070,111,667 | -$723,720,466 | +$346,391,201 | ORCL, PH, BEN, NOV, DISCK | 13F-HR | 16 Feb 2016, 16:05 |
| Q3 2015 | 55 | $10,319,374,000 | +$2,073,353,588 | -$1,329,265,797 | +$744,087,791 | ORCL, PH, BEN, FOSL, DISCK | 13F-HR | 16 Nov 2015, 10:33 |
| Q2 2015 | 61 | $10,557,420,000 | +$1,893,091,410 | -$1,348,186,593 | +$544,904,817 | ORCL, PH, AXS, FOSL, BEN | 13F-HR | 14 Aug 2015, 15:12 |
| Q1 2015 | 63 | $10,041,273,000 | +$2,946,525,337 | -$1,537,853,404 | +$1,408,671,933 | ORCL, PH, FOSL, BEN, AXS | 13F-HR | 15 May 2015, 11:34 |
| Q4 2014 | 66 | $8,824,616,000 | +$2,447,605,316 | -$1,149,995,376 | +$1,297,609,940 | DISCK, ORCL, EG, V, MA | 13F-HR | 17 Feb 2015, 11:05 |
| Q3 2014 | 75 | $7,024,079,000 | +$1,724,822,441 | -$1,204,017,319 | +$520,805,122 | ORCL, EG, V, EBAY, MA | 13F-HR | 07 Nov 2014, 17:10 |
| Q2 2014 | 102 | $6,759,099,000 | +$1,713,853,000 | -$532,534,424 | +$1,181,318,576 | ORCL, NDAQ, DISCK, AAPL, V | 13F-HR | 12 Aug 2014, 17:34 |
| Q1 2014 | 61 | $5,653,972,000 | +$1,656,646,560 | -$562,313,442 | +$1,094,333,118 | ORCL, AAPL, EG, HOT, QCOM | 13F-HR | 13 May 2014, 15:48 |
| Q4 2013 | 52 | $4,767,443,000 | $0 | $0 | $0 | ORCL, AAPL, EG, BK, HOT | 13F-HR | 12 Feb 2014, 09:32 |