Vulcan Value Partners, LLC Buys Upstart Holdings Inc, Lam Research Corp, Applied Materials Inc, Sells SAP SE, SS&C Technologies Holdings Inc, NVIDIA Corp

• New Purchases: LRCX, SMRT, ESMT,
• Added Positions: UPST, AMAT, MA, SWKS, AMZN, PK, TDG, W, LFUS, QRVO, MEDP, HEI.A, ABM, PRG, CW, CWK, MLKN, ENS, ITRN, VRTS,
• Reduced Positions: SAP, SSNC, NVDA, V, KKR, JLL, CG, GOOG, MSFT, CRM, FB, CRNC, CSL,

For the details of Vulcan Value Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/vulcan+value+partners%2C+llc/current-portfolio/portfolio

1. Upstart Holdings Inc (UPST) - 4,250,461 shares, 7.23% of the total portfolio. Shares added by 179.43%
2. Mastercard Inc (MA) - 3,858,999 shares, 7.21% of the total portfolio. Shares added by 6.49%
3. TransDigm Group Inc (TDG) - 2,043,693 shares, 6.86% of the total portfolio. Shares added by 3.58%
4. Amazon.com Inc (AMZN) - 381,653 shares, 6.74% of the total portfolio. Shares added by 4.35%
5. KKR & Co Inc (KKR) - 18,603,128 shares, 6.09% of the total portfolio. Shares reduced by 13.97%

Vulcan Value Partners, LLC initiated holding in Lam Research Corp. The purchase prices were between $565.97 and $649.78, with an estimated average price of $608.7. The stock is now traded at around $636.170000. The impact to a portfolio due to this purchase was 2.74%. The holding were 896,631 shares as of 2021-09-30.

Vulcan Value Partners, LLC initiated holding in SmartRent Inc. The purchase prices were between $0 and $14.06, with an estimated average price of $12.4. The stock is now traded at around $10.820000. The impact to a portfolio due to this purchase was 0.44%. The holding were 6,242,638 shares as of 2021-09-30.

Vulcan Value Partners, LLC initiated holding in Engagesmart Inc. The purchase prices were between $33.51 and $35.39, with an estimated average price of $34.36. The stock is now traded at around $27.770000. The impact to a portfolio due to this purchase was 0.03%. The holding were 140,000 shares as of 2021-09-30.

Vulcan Value Partners, LLC added to a holding in Upstart Holdings Inc by 179.43%. The purchase prices were between $113.09 and $336.34, with an estimated average price of $196.85. The stock is now traded at around $235.860000. The impact to a portfolio due to this purchase was 4.64%. The holding were 4,250,461 shares as of 2021-09-30.

Vulcan Value Partners, LLC added to a holding in Applied Materials Inc by 97.52%. The purchase prices were between $127.2 and $144.09, with an estimated average price of $135.81. The stock is now traded at around $158.590000. The impact to a portfolio due to this purchase was 2.07%. The holding were 6,067,153 shares as of 2021-09-30.

Vulcan Value Partners, LLC added to a holding in Park Hotels & Resorts Inc by 176.15%. The purchase prices were between $17.41 and $20.78, with an estimated average price of $18.9. The stock is now traded at around $19.390000. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,020,246 shares as of 2021-09-30.

Vulcan Value Partners, LLC added to a holding in Littelfuse Inc by 54.66%. The purchase prices were between $238 and $288.03, with an estimated average price of $266.57. The stock is now traded at around $327.880000. The impact to a portfolio due to this purchase was 0.14%. The holding were 273,100 shares as of 2021-09-30.

Vulcan Value Partners, LLC added to a holding in Medpace Holdings Inc by 37.01%. The purchase prices were between $170.18 and $198.21, with an estimated average price of $182.54. The stock is now traded at around $224.840000. The impact to a portfolio due to this purchase was 0.08%. The holding were 308,504 shares as of 2021-09-30.

Vulcan Value Partners, LLC added to a holding in PROG Holdings Inc by 22.66%. The purchase prices were between $42.01 and $48.01, with an estimated average price of $44.98. The stock is now traded at around $48.315000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,533,080 shares as of 2021-09-30.