Notify me when Vulcan Value Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 40 | $5.52B | +$533M | -$663M | -$130M | MSFT, EG, UNH, AMZN, CRM | 13F-HR | 11/10/2025, 02:18 PM |
| Q2 2025 | 38 | $5.67B | +$885M | -$1.11B | -$225M | MSFT, AMZN, EG, UNH, TDG | 13F-HR | 8/13/2025, 10:29 AM |
| Q1 2025 | 39 | $5.32B | +$537M | -$890M | -$353M | MSFT, EG, CSGP, TDG, AMZN | 13F-HR | 5/8/2025, 04:47 PM |
| Q4 2024 | 49 | $5.98B | +$949M | -$1.15B | -$200M | MSFT, SWKS, AMZN, GOOG, CSGP | 13F-HR | 2/14/2025, 01:52 PM |
| Q3 2024 | 43 | $5.97B | +$136M | -$1.2B | -$1.06B | AMZN, SWKS, CRM, MSFT, CSGP | 13F-HR | 11/13/2024, 12:08 PM |
| Q2 2024 | 1 | $0 | $0 | $0 | New Holdings | 8/15/2024, 11:26 AM | ||
| Q2 2024 | 45 | $6.55B | +$795M | -$1.01B | -$215M | AMZN, SWKS, CRM, MSFT, GOOG | 13F-HR | 8/14/2024, 01:47 PM |
| Q1 2024 | 46 | $6.89B | +$473M | -$1.18B | -$711M | KKR, AMZN, MSFT, TDG, GOOG | 13F-HR | 5/15/2024, 11:58 AM |
| Q4 2023 | 46 | $6.81B | +$16.9M | -$968M | -$951M | KKR, AMZN, CRM, MSFT, TDG | 13F-HR | 2/13/2024, 03:56 PM |
| Q3 2023 | 45 | $6.57B | +$356M | -$1.46B | -$1.1B | AMZN, KKR, MSFT, GOOG, CRM | 13F-HR | 11/14/2023, 10:23 AM |
| Q2 2023 | 44 | $7.96B | +$382M | -$1.13B | -$745M | MSFT, AMZN, TDG, GOOG, KKR | 13F-HR | 8/14/2023, 11:52 AM |
| Q1 2023 | 43 | $7.9B | +$372M | -$920M | -$547M | MSFT, AMZN, TDG, CRM, KKR | 13F-HR | 5/15/2023, 11:36 AM |
| Q4 2022 | 41 | $7.44B | +$430M | -$2.23B | -$1.8B | TDG, MSFT, MA, GE, AMZN | 13F-HR | 2/14/2023, 02:40 PM |
| Q3 2022 | 37 | $8.55B | +$1.11B | -$1.59B | -$477M | AMZN, MSFT, TDG, MA, KKR | 13F-HR | 11/14/2022, 02:33 PM |
| Q2 2022 | 39 | $10.2B | +$1.56B | -$2.67B | -$1.11B | MA, AMZN, TDG, KKR, CRM | 13F-HR | 8/15/2022, 01:57 PM |
| Q1 2022 | 35 | $16.3B | +$579M | -$1.27B | -$689M | TDG, AMZN, MA, CRM, UPST | 13F-HR | 5/16/2022, 11:12 AM |
| Q4 2021 | 39 | $19.6B | $0 | $0 | MA, TDG, AMZN, KKR, CRM | New Holdings | 3/4/2022, 11:48 AM | |
| Q4 2021 | 39 | $19.6B | +$2.88B | -$2.16B | +$715M | MA, TDG, AMZN, KKR, CRM | 13F-HR | 2/14/2022, 01:31 PM |
| Q3 2021 | 40 | $18.6B | +$2.72B | -$1.71B | +$1.01B | UPST, MA, TDG, AMZN, KKR | 13F-HR | 11/15/2021, 12:41 PM |
| Q2 2021 | 38 | $18.4B | +$1.24B | -$1.33B | -$97.3M | MA, KKR, TDG, AMZN, CRM | 13F-HR | 8/16/2021, 01:32 PM |
| Q1 2021 | 40 | $16.9B | +$2.76B | -$2.65B | +$114M | MA, TDG, KKR, AMZN, V | 13F-HR | 5/17/2021, 10:36 AM |
| Q4 2020 | 38 | $15.5B | +$1.97B | -$1.74B | +$234M | TDG, MA, KKR, AMZN, CG | 13F-HR | 2/16/2021, 02:45 PM |
| Q3 2020 | 40 | $12.9B | +$1.56B | -$2.23B | -$669M | QRVO, MA, TDG, KKR, SWKS | 13F-HR | 11/16/2020, 11:40 AM |
| Q2 2020 | 42 | $12.7B | +$1.76B | -$1.32B | +$434M | QRVO, GOOG, SWKS, AMZN, MA | 13F-HR | 8/14/2020, 11:08 AM |
| Q1 2020 | 40 | $9.65B | +$2.19B | -$2.91B | -$721M | QRVO, SWKS, GOOG, HLT, KKR | 13F-HR | 5/15/2020, 09:40 AM |
| Q4 2019 | 54 | $13B | +$1.28B | -$2.15B | -$870M | QRVO, KKR, SWKS, NVDA, GOOG | 13F-HR | 2/14/2020, 11:55 AM |
| Q3 2019 | 50 | $11.8B | +$1.2B | -$978M | +$227M | QRVO, KKR, SWKS, NVDA, GOOG | 13F-HR | 11/14/2019, 01:42 PM |
| Q2 2019 | 58 | $11.2B | +$1.5B | -$2.37B | -$873M | SWKS, QRVO, KKR, NVDA, NOV | 13F-HR | 8/14/2019, 11:35 AM |
| Q1 2019 | 54 | $11.6B | +$948M | -$1.84B | -$897M | MA, QRVO, HLT, SWKS, KKR | Restatement | 5/16/2019, 01:43 PM |
| Q4 2018 | 55 | $10.8B | +$2.69B | -$3.25B | -$560M | HLT, QRVO, MA, SWKS, KKR | 13F-HR | 2/14/2019, 03:01 PM |
| Q3 2018 | 55 | $13.7B | +$2.2B | -$2.09B | +$114M | ORCL, MCK, KKR, STT, NOV | 13F-HR | 11/14/2018, 11:19 AM |
| Q2 2018 | 57 | $12.9B | +$2.33B | -$2.1B | +$232M | ORCL, NOV, SWKS, QRVO, CVS | 13F-HR | 8/14/2018, 09:34 AM |
| Q1 2018 | 52 | $12.4B | +$1.43B | -$1.29B | +$139M | ORCL, NOV, CVS, MA, SWKS | 13F-HR | 5/15/2018, 10:38 AM |
| Q4 2017 | 57 | $12.2B | +$1.37B | -$1.21B | +$156M | ORCL, NOV, COR, CVS, MCK | 13F-HR | 2/14/2018, 12:16 PM |
| Q3 2017 | 52 | $11.7B | +$1.88B | -$1.48B | +$400M | ORCL, NOV, CVS, MA, V | 13F-HR | 11/14/2017, 10:10 AM |
| Q2 2017 | 51 | $11.2B | +$491M | -$1.35B | -$863M | ORCL, CVS, NOV, MCK, V | 13F-HR | 8/14/2017, 10:40 AM |
| Q1 2017 | 55 | $11.6B | +$966M | -$1.8B | -$830M | ORCL, NOV, CVS, MCK, COR | 13F-HR | 5/15/2017, 10:22 AM |
| Q4 2016 | 54 | $11.2B | +$2.42B | -$2.63B | -$213M | ORCL, NOV, AXS, MCK, ELV | 13F-HR | 2/14/2017, 10:08 AM |
| Q3 2016 | 58 | $10.9B | +$1.39B | -$1.26B | +$127M | ORCL, NOV, BEN, AXS, MA | 13F-HR | 11/14/2016, 10:35 AM |
| Q2 2016 | 55 | $10.2B | +$936M | -$1.59B | -$656M | ORCL, NOV, PH, BEN, AXS | 13F-HR | 8/15/2016, 10:55 AM |
| Q1 2016 | 55 | $11.1B | +$1.24B | -$1.29B | -$46.2M | ORCL, PH, NOV, BEN, DISCK | 13F-HR | 5/18/2016, 05:15 PM |
| Q4 2015 | 70 | $10.8B | +$1.07B | -$724M | +$346M | ORCL, PH, BEN, NOV, DISCK | 13F-HR | 2/16/2016, 04:05 PM |
| Q3 2015 | 55 | $10.3B | +$2.07B | -$1.33B | +$744M | ORCL, PH, BEN, FOSL, DISCK | 13F-HR | 11/16/2015, 10:33 AM |
| Q2 2015 | 61 | $10.6B | +$1.89B | -$1.35B | +$545M | ORCL, PH, AXS, FOSL, BEN | 13F-HR | 8/14/2015, 03:12 PM |
| Q1 2015 | 63 | $10B | +$2.95B | -$1.54B | +$1.41B | ORCL, PH, FOSL, BEN, AXS | 13F-HR | 5/15/2015, 11:34 AM |
| Q4 2014 | 66 | $8.82B | +$2.45B | -$1.15B | +$1.3B | DISCK, ORCL, EG, V, MA | 13F-HR | 2/17/2015, 11:05 AM |
| Q3 2014 | 75 | $7.02B | +$1.72B | -$1.2B | +$521M | ORCL, EG, V, EBAY, MA | 13F-HR | 11/7/2014, 05:10 PM |
| Q2 2014 | 102 | $6.76B | +$1.71B | -$533M | +$1.18B | ORCL, NDAQ, DISCK, AAPL, V | 13F-HR | 8/12/2014, 05:34 PM |
| Q1 2014 | 61 | $5.65B | +$1.66B | -$562M | +$1.09B | ORCL, AAPL, EG, HOT, QCOM | 13F-HR | 5/13/2014, 03:48 PM |
| Q4 2013 | 52 | $4.77B | $0 | $0 | ORCL, AAPL, EG, BK, HOT | 13F-HR | 2/12/2014, 09:32 AM |