VL

ValueAct Holdings LP

CIK: 1418814

Portfolio Value

$7.03B

Total Holdings

15

Report Period

Dec 2025

Top 10 Holdings

CRM
11.3%
AMZN
11.2%
RKT
10.9%
BLK
10.6%
META
9.8%
V
8.6%
MDB
8.4%
RBLX
6.9%
LLYVA
6.4%
DIS
5.0%
Others
11.1%
Showing top 10 of 17 total holdings

Holdings (17)

Latest 13F positions

CR
SALESFORCE INC
2.99M$793.27M11.3%
+3%
AM
AMAZON COM INC
3.39M$783.47M11.2%
-3%
RK
ROCKET COS INC
39.38M$762.41M10.9%
+55%
BL
695.0K$743.89M10.6%
+100%
ME
META PLATFORMS INC
1.05M$691.76M9.8%
+36%
1.72M$602.61M8.6%
+10%
1.41M$590.42M8.4%
-34%
5.98M$484.22M6.9%
+40%
LL
LIBERTY LIVE HOLDINGS INC
5.40M$446.35M6.4%
+100%
DI
DISNEY WALT CO
3.08M$350.18M5.0%
-30%
8.02M$284.62M4.1%
+136%
SS
SIMPSON MFG INC
1.47M$237.71M3.4%
+22%
LY
LIVE NATION ENTERTAINMENT IN
823.1K$117.29M1.7%
+28%
NS
INSIGHT ENTERPRISES INC
1.22M$99.12M1.4%
-46%
CB
CBRE GROUP INC
234.6K$37.72M0.5%
-
FW
LIBERTY MEDIA CORP DEL
0$0-
-100%
CO
MR COOPER GROUP INC
0$0-
-100%