C.T. Fitzpatrick's Top Holdings: Microsoft, Amazon, and Strategic Growth in 2026 Portfolio

C.T. Fitzpatrick, managing director at Vulcan Value Partners, maintains a diverse portfolio as of March 31, 2026, with a total value of approximately $3.77 billion. The investor's strategy focuses on value-oriented technology and consumer companies, evidenced by significant allocations to industry leaders and specialty firms.

Microsoft Corporation (MSFT) stands as the largest position in Fitzpatrick's portfolio, representing 10.88% of the total value. The company, a dominant player in software and cloud services, saw a slight reduction in shares during the period, with a 2.85% decrease in holdings.

Amazon.com Inc. (AMZN) follows as the second-largest holding, accounting for 8.81% of the portfolio. This e-commerce and cloud computing giant experienced a substantial reduction in its position, with a nearly 9.32% decline in shares held by Fitzpatrick.

Everest Group Ltd. (EG) represents a significant allocation at 11.8% of the portfolio, making it the largest individual holding. While the stock value has fluctuated, Fitzpatrick reduced his stake in Everest Group by nearly 9.79% during the reporting period.

UnitedHealth Group Inc. (UNH) holds the fourth position at 6.55% allocation. Fitzpatrick's stake in this healthcare technology leader decreased notably, with a 15.75% reduction in shares.

Ryan Specialty Holdings Inc. (RYAN) and TransUnion (TRU) both fall within the Financial Services sector and represent significant portions of the portfolio at 5.9% and 5.88% respectively. Ryan Specialty saw an extraordinary 42.72% increase in its position during the period, while TransUnion experienced a remarkable 201.85% share growth.

Additional key holdings include TransDigm Group Inc. (TDG) in Industrials at 5.66%, Alphabet Inc. (GOOG) in Communication Services at 5.14%, Visa Inc. (V) at 5.12%, and Mastercard Incorporated (MA) at 5.08%, completing the top ten positions in this $3.77 billion portfolio.

For more detailed information on C.T. Fitzpatrick's investment approach and performance, visit the investor profile at https://www.insiderset.com/investor/ct-fitzpatrick-vulcan-value-partners. Detailed analysis of each holding, including Microsoft (MSFT), Amazon (AMZN), and others, is available at their respective pages: Microsoft, Amazon, Everest Group, and many others.