VL
ValueAct Holdings LP
CIK: 1418814
Latest Filing
Filed: February 17, 2026
Portfolio Value
$7.03B
Total Holdings
15
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 17 total holdings
Holdings (17)
Latest 13F positions
CR SALESFORCE INC | 2.99M | $793.27M | 11.3% | +3% |
AM AMAZON COM INC | 3.39M | $783.47M | 11.2% | -3% |
RK ROCKET COS INC | 39.38M | $762.41M | 10.9% | +55% |
BL BLACKROCK INC | 695.0K | $743.89M | 10.6% | +100% |
ME META PLATFORMS INC | 1.05M | $691.76M | 9.8% | +36% |
V VISA INC | 1.72M | $602.61M | 8.6% | +10% |
MD MONGODB INC | 1.41M | $590.42M | 8.4% | -34% |
RB ROBLOX CORP | 5.98M | $484.22M | 6.9% | +40% |
LL LIBERTY LIVE HOLDINGS INC | 5.40M | $446.35M | 6.4% | +100% |
DI DISNEY WALT CO | 3.08M | $350.18M | 5.0% | -30% |
TO TOAST INC | 8.02M | $284.62M | 4.1% | +136% |
SS SIMPSON MFG INC | 1.47M | $237.71M | 3.4% | +22% |
LY LIVE NATION ENTERTAINMENT IN | 823.1K | $117.29M | 1.7% | +28% |
NS INSIGHT ENTERPRISES INC | 1.22M | $99.12M | 1.4% | -46% |
CB CBRE GROUP INC | 234.6K | $37.72M | 0.5% | - |
FW LIBERTY MEDIA CORP DEL | 0 | $0 | - | -100% |
CO MR COOPER GROUP INC | 0 | $0 | - | -100% |