13F Filings for Vulcan Value Partners, LLC (CIK: 1556785)
View the most recent portfolio holdings disclosed by Vulcan Value Partners, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| MSFT - MICROSOFT CORP(Class: Equity) | 1.22M | $623.71M | 10.99% | Decreased | 174.65K (12.0%, $100.54M) |
| AMZN - AMAZON COM INC(Class: Equity) | 1.94M | $439.23M | 7.74% | Increased | 184.50K (10.0%, $105.19M) |
| EG - EVEREST GROUP LTD(Class: Equity) | 1.24M | $435.66M | 7.68% | Decreased | 83.75K (6.0%, $47.17M) |
| UNH - UNITEDHEALTH GROUP INC(Class: Equity) | 1.22M | $395.12M | 6.97% | Increased | 1.07M (696.0%, $314.69M) |
| TDG - TRANSDIGM GROUP INC(Class: Equity) | 231.59K | $361.01M | 6.36% | Decreased | 17.43K (6.0%, $16.47M) |
| GOOG - ALPHABET INC(Class: Equity) | 1.75M | $320.18M | 5.64% | Decreased | 110.99K (5.0%, $29.25M) |
| CSGP - COSTAR GROUP INC(Class: Equity) | 3.72M | $309.13M | 5.45% | Decreased | 1.12M (23.0%, $73.82M) |
| CRM - SALESFORCE INC(Class: Equity) | 1.07M | $300.01M | 5.29% | Increased | 344.76K (47.0%, $105.81M) |
| MA - MASTERCARD INCORPORATED(Class: Equity) | 437.89K | $253.80M | 4.47% | Decreased | 136.45K (23.0%, $61.01M) |
| V - VISA INC(Class: Equity) | 668.40K | $245.08M | 4.32% | Decreased | 233.62K (25.0%, $70.94M) |
| ARES - ARES MANAGEMENT CORPORATION(Class: Equity) | 1.22M | $217.27M | 3.83% | Increased | 1.08M (780.0%, $196.91M) |
| CBRE - CBRE GROUP INC(Class: Equity) | 1.49M | $215.38M | 3.80% | Decreased | 81.03K (5.0%, $9.68M) |
| NICE - NICE LTD(Class: Equity) | 841.14K | $152.89M | 2.70% | Decreased | 204.95K (19.0%, $8.45M) |
| JLL - JONES LANG LASALLE INC(Class: Equity) | 480.29K | $131.29M | 2.31% | Decreased | 55.77K (10.0%, $1.54M) |
| ELV - ELEVANCE HEALTH INC(Class: Equity) | 293.73K | $123.83M | 2.18% | Decreased | 85.14K (22.0%, $40.91M) |
| QRVO - QORVO INC(Class: Equity) | 1.32M | $120.25M | 2.12% | Decreased | 1.06M (44.0%, $51.91M) |
| IQV - IQVIA HLDGS INC(Class: Equity) | 668.76K | $114.25M | 2.01% | New | 668.76K ($114.25M) |
| TPG - TPG INC(Class: Equity) | 1.98M | $113.47M | 2.00% | Increased | 165.53K (9.0%, $27.13M) |
| MEDP - MEDPACE HLDGS INC(Class: Equity) | 287.46K | $96.86M | 1.71% | Decreased | 38.46K (11.0%, $2.30M) |
| SWK - STANLEY BLACK DECKER INC(Class: Equity) | 1.14M | $85.48M | 1.51% | Increased | 204.04K (21.0%, $13.42M) |
| HEI.A - HEICO CORP NEW(Class: Equity) | 261.60K | $73.14M | 1.29% | Decreased | 198.14K (43.0%, $23.90M) |
| KMX - CARMAX INC(Class: Equity) | 989.99K | $72.27M | 1.27% | Decreased | 228.14K (18.0%, $22.73M) |
| SWKS - SKYWORKS SOLUTIONS INC(Class: Equity) | 806.78K | $65.77M | 1.16% | Decreased | 974.47K (54.0%, $49.35M) |
| LFUS - LITTELFUSE INC(Class: Equity) | 256.76K | $58.22M | 1.03% | Increased | 29.20K (12.0%, $13.45M) |
| CCK - CROWN HLDGS INC(Class: Equity) | 434.68K | $48.17M | 0.85% | Decreased | 310.50K (41.0%, $18.58M) |