Vulcan Value Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbirmingham, AL
- CIK0001556785
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
49 | $5.98B | MSFT, AWM, AMZN, GOOG | 13F-HR | Feb 14, 2025 | 000155678525000002 | ||
43 | $5.97B | AMZN, AWM, CRM, MSFT | 13F-HR | Nov 13, 2024 | 000155678524000020 | ||
1 | $505.00K | GENPACT LIMITED | NEW HOLDINGS | Aug 15, 2024 | 000155678524000016 | ||
44 | $6.55M | AMZN, AWM, CRM, MSFT | 13F-HR | Aug 14, 2024 | 000155678524000014 | ||
46 | $6.89M | KKR, AMZN, MSFT, TRANSDIGM GROUP INC | 13F-HR | May 15, 2024 | 000155678524000012 | ||
46 | $6.82M | KKR, AMZN, CRM, MSFT | 13F-HR | Feb 13, 2024 | 000155678524000007 | ||
45 | $6.57M | AMZN, KKR, MSFT, GOOG | 13F-HR | Nov 14, 2023 | 000155678523000023 | ||
44 | $7.96M | MSFT, AMZN, TRANSDIGM GROUP INC, GOOG | 13F-HR | Aug 14, 2023 | 000155678523000021 | ||
43 | $7.90M | MSFT, AMZN, TRANSDIGM GROUP INC, CRM | 13F-HR | May 15, 2023 | 000155678523000019 | ||
41 | $7.44M | TRANSDIGM GROUP INC, MSFT, MA, GE | 13F-HR | Feb 14, 2023 | 000155678523000003 | ||
37 | $8.55B | AMZN, MSFT, TRANSDIGM GROUP INC, MA | 13F-HR | Nov 14, 2022 | 000155678522000038 | ||
39 | $10.22B | MA, AMZN, TRANSDIGM GROUP INC, KKR | 13F-HR | Aug 15, 2022 | 000155678522000034 | ||
35 | $16.30B | TRANSDIGM GROUP INC, AMZN, MA, CRM | 13F-HR | May 16, 2022 | 000155678522000032 | ||
39 | $19.56B | MA, TRANSDIGM GROUP INC, AMZN, KKR | NEW HOLDINGS | Mar 4, 2022 | 000155678522000028 | ||
37 | $19.56B | MA, TRANSDIGM GROUP INC, AMZN, KKR | 13F-HR | Feb 14, 2022 | 000155678522000008 | ||
40 | $18.61B | UPST, MA, TRANSDIGM GROUP INC, AMZN | 13F-HR | Nov 15, 2021 | 000155678521000031 | ||
38 | $18.44B | MA, KKR, TRANSDIGM GROUP INC, AMZN | 13F-HR | Aug 16, 2021 | 000155678521000029 | ||
40 | $16.93B | MA, TRANSDIGM GROUP INC, KKR, AMZN | 13F-HR | May 17, 2021 | 000155678521000027 | ||
38 | $15.47B | TRANSDIGM GROUP INC, MA, KKR, AMZN | 13F-HR | Feb 16, 2021 | 000155678521000023 | ||
40 | $12.86B | QRVO, MA, TRANSDIGM GROUP INC, KKR | 13F-HR | Nov 16, 2020 | 000155678520000037 | ||
42 | $12.71B | QRVO, GOOG, AWM, AMZN | 13F-HR | Aug 14, 2020 | 000155678520000029 | ||
40 | $9.65B | QRVO, AWM, GOOG, HLT | 13F-HR | May 15, 2020 | 000155678520000027 | ||
54 | $13.03B | QRVO, KKR, AWM, NVDA | 13F-HR | Feb 14, 2020 | 000155678520000003 | ||
50 | $11.82B | QRVO, KKR, AWM, NVDA | 13F-HR | Nov 14, 2019 | 000155678519000034 | ||
58 | $11.25B | AWM, QRVO, KKR, NVDA | 13F-HR | Aug 14, 2019 | 000155678519000032 | ||
54 | $11.60B | MA, QRVO, HLT, AWM | RESTATEMENT | May 16, 2019 | 000155678519000030 | ||
56 | $10.85B | HLT, QRVO, MA, AWM | 13F-HR | Feb 14, 2019 | 000155678519000002 | ||
56 | $13.70B | ORCL, MCK, KKR, STT | 13F-HR | Nov 14, 2018 | 000155678518000035 | ||
57 | $12.93B | ORCL, NOV, AWM, QRVO | 13F-HR | Aug 14, 2018 | 000155678518000033 | ||
52 | $12.42B | ORCL, NOV, CVS, MA | 13F-HR | May 15, 2018 | 000155678518000031 | ||
57 | $12.21B | ORCL, NOV, ABG, CVS | 13F-HR | Feb 14, 2018 | 000155678518000009 | ||
52 | $11.68B | ORCL, NOV, CVS, MA | 13F-HR | Nov 14, 2017 | 000155678517000043 | ||
51 | $11.22B | ORCL, CVS, NOV, MCK | 13F-HR | Aug 14, 2017 | 000155678517000039 | ||
55 | $11.58B | ORCL, NOV, CVS, MCK | 13F-HR | May 15, 2017 | 000155678517000035 | ||
54 | $11.23B | ORCL, NOV, AXIS CAPITAL HOLDINGS LTD, MCK | 13F-HR | Feb 14, 2017 | 000155678517000003 | ||
58 | $10.89B | ORCL, NOV, BEN, AXIS CAPITAL HOLDINGS LTD | 13F-HR | Nov 14, 2016 | 000155678516000100 | ||
55 | $10.17B | ORCL, NOV, PH, BEN | 13F-HR | Aug 15, 2016 | 000155678516000094 | ||
55 | $11.13B | ORCL, PH, NOV, BEN | 13F-HR | May 18, 2016 | 000155678516000090 | ||
70 | $10.76B | ORCL, PH, BEN, NOV | 13F-HR | Feb 16, 2016 | 000155678516000059 | ||
55 | $10.32B | ORCL, PH, BEN, FOSL | 13F-HR | Nov 16, 2015 | 000155678515000048 | ||
61 | $10.56B | ORCL, PH, AXIS CAPITAL HOLDINGS LTD, FOSL | 13F-HR | Aug 14, 2015 | 000155678515000044 | ||
63 | $10.04B | ORCL, PH, FOSL, BEN | 13F-HR | May 15, 2015 | 000155678515000038 | ||
66 | $8.82B | DISCK, ORCL, EVEREST RE GROUP LTD, V | 13F-HR | Feb 17, 2015 | 000155678515000003 | ||
75 | $7.02B | ORCL, EVEREST RE GROUP LTD, V, EBA | 13F-HR | Nov 7, 2014 | 000155678514000007 | ||
102 | $6.76B | ORCL, NDAQ, DISCK, AAPL | 13F-HR | Aug 13, 2014 | 000155678514000005 | ||
61 | $5.65B | ORCL, AAPL, EVEREST RE GROUP LTD, HOT | 13F-HR | May 13, 2014 | 000155678514000004 | ||
52 | $4.77B | ORCL, AAPL, EVEREST RE GROUP LTD, BANK NEW YORK MELLON CORP | 13F-HR | Feb 12, 2014 | 000155678514000002 |