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Anne Jones

Vulcan Value Partners, Llc

Assets Managed
$3.772B
Holdings
33
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-31.94%(2Q avg: -15.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vulcan Value Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Vulcan Value Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.772B in assets, with a quarterly growth rate of -31.94% and a 2-quarter average growth rate of -15.73%. The portfolio is managed by Anne Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EG
Everest Group Ltd
Recent Activity
Decreased -9.79%
11.8%
$445.126M
1.362M shares@ $326.86 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.85%
10.89%
$410.515M
1.109M shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -9.32%
8.82%
$332.371M
1.596M shares@ $208.27 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Decreased -15.74%
6.55%
$246.96M
912,674 shares@ $270.6 avg price
RYAN
Ryan Specialty Holdings Inc
Recent Activity
Increased 42.73%
5.9%
$222.527M
6.595M shares@ $33.75 avg price
TRU
Transunion
Recent Activity
Increased 201.85%
5.89%
$221.92M
3.207M shares@ $69.2 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -23.43%
5.67%
$213.513M
184,228 shares@ $1158.97 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -27.39%
5.15%
$194.077M
676,556 shares@ $286.86 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -12.12%
5.13%
$193.269M
639,454 shares@ $302.25 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -14.69%
5.08%
$191.459M
383,179 shares@ $499.66 avg price

1-10 of 33