Vulcan Value Partners

Vulcan Value Partners as of March 31, 2022

Portfolio Holdings for Vulcan Value Partners

Vulcan Value Partners holds 35 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
TransDigm Group Equity (TDG) 8.1 $1.3B 2.0M 651.54
Amazon.com Equity (AMZN) 7.2 $1.2B 361k 3259.95
Mastercard Equity (MA) 7.1 $1.2B 3.2M 357.38
Salesforce Equity (CRM) 5.0 $810M 3.8M 212.32
Upstart Holdings Equity (UPST) 4.8 $790M 7.2M 109.09
Carlyle Group Inc/The Equity (CG) 4.8 $789M 16M 48.91
KKR & Co Equity (KKR) 4.8 $777M 13M 58.47
Visa Equity (V) 4.6 $748M 3.4M 221.77
Alphabet Equity (GOOG) 4.3 $698M 250k 2792.99
Skyworks Solutions Equity (SWKS) 4.2 $690M 5.2M 133.28
Microsoft Corp Equity (MSFT) 4.2 $679M 2.2M 308.31
Qorvo Equity (QRVO) 4.1 $674M 5.4M 124.10
Applied Materials Equity (AMAT) 3.8 $627M 4.8M 131.80
Splunk Equity 3.8 $612M 4.1M 148.61
AppLovin Corp Equity (APP) 3.5 $578M 11M 55.07
NVIDIA Corp Equity (NVDA) 3.5 $571M 2.1M 272.86
Meta Platforms Equity (META) 3.1 $500M 2.2M 222.36
HEICO Corp Equity (HEI.A) 3.0 $492M 3.9M 126.83
CoStar Group Equity (CSGP) 2.8 $461M 6.9M 66.61
Lam Research Corp Equity (LRCX) 2.8 $461M 857k 537.61
Wayfair Equity (W) 2.7 $435M 3.9M 110.78
Cushman & Wakefield Equity (CWK) 1.4 $223M 11M 20.51
Cerence Equity (CRNC) 0.6 $95M 2.6M 36.10
Park Hotels & Resorts Equity (PK) 0.6 $92M 4.7M 19.53
Medpace Holdings Equity (MEDP) 0.6 $92M 562k 163.59
Littelfuse Equity (LFUS) 0.6 $90M 362k 249.41
Porch Group Equity (PRCH) 0.5 $89M 13M 6.95
Virtus Investment Partners Equity (VRTS) 0.5 $88M 368k 239.99
SmartRent Equity (SMRT) 0.5 $81M 16M 5.06
PROG Holdings Equity (PRG) 0.5 $80M 2.8M 28.77
EnerSys Equity (ENS) 0.5 $80M 1.1M 74.57
Ituran Location and Control Lt Equity (ITRN) 0.5 $75M 3.2M 23.02
ABM Industries Equity (ABM) 0.4 $61M 1.3M 46.04
Colliers International Group I Equity (CIGI) 0.3 $55M 420k 130.40
MillerKnoll Equity (MLKN) 0.3 $54M 1.6M 34.56