Vulcan Value Partners - Vulcan Value Partners
Portfolio
$3.29 B
Positionen
36
Stichtag
2026-06-30
Quartal
Q2 2026
| EVEREST GROUP LTD | 11.28% | Reduce 23.86% |
| MICROSOFT CORP | 11.21% | Reduce 11.01% |
| RYAN SPECIALTY HOLDINGS INC | 9.09% | Add 19.97% |
| MASTERCARD INCORPORATED | 7.86% | Add 31.26% |
| AMAZON COM INC | 7.20% | Reduce 37.79% |
| TRANSDIGM GROUP INC | 6.91% | Reduce 7.49% |
| ARES MANAGEMENT CORPORATION | 6.45% | Add 12.50% |
| TRANSUNION | 5.94% | Reduce 15.59% |
| ALPHABET INC | 5.80% | Reduce 20.26% |
| VISA INC | 4.84% | Reduce 27.55% |
| TPG INC | 2.92% | Add 18.92% |
| MEDPACE HLDGS INC | 2.28% | Reduce 30.20% |
| ELEVANCE HEALTH INC FORMERLY | 1.83% | Reduce 47.48% |
| SERVICENOW INC | 1.74% | Add 7.68% |
| IQVIA HLDGS INC | 1.53% | Add 4.74% |
| CARMAX INC | 1.47% | Reduce 58.61% |
| FISERV INC | 1.33% | Reduce 18.33% |
| NICE LTD | 1.32% | Reduce 16.41% |
| HEICO CORP NEW | 1.21% | Reduce 13.86% |
| JONES LANG LASALLE INC | 0.91% | Reduce 12.13% |
| UNITEDHEALTH GROUP INC | 0.85% | Reduce 92.63% |
| SALESFORCE INC | 0.78% | Reduce 16.66% |
| COLLIERS INTL GROUP INC | 0.60% | Reduce 17.00% |
| ABM INDS INC | 0.60% | Reduce 28.83% |
| MILLERKNOLL INC | 0.52% | Reduce 36.72% |
1–25 von 36
1 / 2