Compounder

Toast Inc-Class A

Held by 2 superinvestors (TOST).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

This quarter1 added1 trimmed1 exited
TickerTOST
Holder count2
Total value held$350.8M
Largest holderMason Morfit
External
Ownership overview

Toast Inc-Class A (TOST) is held by 2 of the superinvestors tracked on Compounder, with a combined $350.8M in reported 13F value. The largest position belongs to Mason Morfit, where it makes up 6.0% of the portfolio.

Other notable holders by value include Ray Dalio (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in TOST, 1 added to existing ones, 1 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 3 → 2.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Superinvestors Holding This Security
  • Value$341.9MWeight (prev→now)4.1% 6.0%
  • Value$8.9MWeight (prev→now)0.1% 0.0%
Exited this quarter (1)

Sources· SEC EDGAR 13F as of 2026-05-15

Stay Updated

Curated 13F moves and valuation insights, straight to your inbox.