Mark Massey's Portfolio: Tech and Cyclical Stocks Dominate
Mark Massey's portfolio, as of March 31, 2026, shows heavy concentration in Amazon and Transdigm, with significant shifts in holdings.
Key Holdings
Mark Massey's portfolio, valued at $4.13 billion as of March 31, 2026, is dominated by a select group of stocks. The largest position is in Amazon.com Inc. (AMZN), representing 38.2% of the portfolio with a value of approximately $1.58 billion. This is followed by Transdigm Group Inc. (TDG) at 25.54% ($1.05 billion) and Microsoft Corp. (MSFT) at 16.75% ($691 million).
Concentration and Sectors
The portfolio exhibits significant concentration, with the top three holdings accounting for nearly 80% of the total value. Sector-wise, Technology is the largest allocation at 16.75% (Microsoft), while Consumer Cyclical is the second largest at 38.2% (Amazon) plus 0.11% (Hilton Worldwide). Financial Services is another major sector, comprising 9.11% (Moody's Corp) plus 6.33% (Mastercard Inc) plus 3.65% (Visa Inc), totaling approximately 19.1%. The remaining allocation includes a small position in Communication Services (0.3%, Alphabet Inc) and Miscellaneous (0.11%, Hilton Worldwide).
Recent Changes
Several holdings show notable changes from the previous period. Microsoft saw a decrease in shares (-10.32%) and value, while Transdigm experienced a slight reduction (-6.21%). Conversely, Moody's Corp increased its share count by 5.84%, and Mastercard Inc saw a small increase (-3.51%). Alphabet Inc shows a dramatic decrease (-74.38%) in its position, while Hilton Worldwide also decreased significantly (-97.17%).
Investment Strategy
Based on the holdings and allocations, Mark Massey's investment strategy appears heavily tilted towards large-cap technology and cyclical consumer stocks. The portfolio's significant exposure to Amazon and Transdigm suggests a focus on high-growth potential and cyclical industries, respectively. The substantial allocation to Financial Services, including Mastercard, Visa, and Moody's, indicates a strategic interest in this sector as well. The overall strategy seems concentrated, with a preference for large, established names, though there is evidence of active management, as seen by the changes in several holdings.