Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VULCAN VALUE PARTNERS LLC | 08-14-2024 | 06-30-2024 | 44 | 6,549,624,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | Equity | 1 | $481,612,000 | 2,490,807 | 7.35 | 7.62 | -418,491 | -14.38 | 06-30-2024 |
| SKYWORKS SOLUTIONS INC | Equity | 2 | $481,552,000 | 4,518,451 | 7.35 | 5.12 | 1,262,964 | 38.79 | 06-30-2024 |
| SALESFORCE INC | Equity | 3 | $379,469,000 | 1,476,111 | 5.79 | 3.67 | 637,710 | 76.06 | 06-30-2024 |
| MICROSOFT CORP | Equity | 4 | $369,745,000 | 826,752 | 5.65 | 6.36 | -213,774 | -20.54 | 06-30-2024 |
