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ValueAct Holdings, L.P. 13F holdings

Filed 2026-08-14 · ValueAct Holdings, L.P. · 18 positions · $5.6B

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TickerCompanySharesValue% of portfolio
VVISA INC2.3M$794.7M14.1%
AMZNAMAZON COM INC2.9M$701.1M12.4%
RKTROCKET COS INC41.7M$656.3M11.6%
BLKBLACKROCK INC581.7K$559.3M9.9%
METAMETA PLATFORMS INC915.7K$515.8M9.2%
CRMSALESFORCE INC3.0M$469.1M8.3%
TOSTTOAST INC14.1M$393.2M7.0%
KKRKKR & CO INC3.6M$326.6M5.8%
SPOTSPOTIFY TECHNOLOGY S A526.8K$241.9M4.3%
LLYVKLIBERTY LIVE HOLDINGS INC2.2M$229.5M4.1%
SSDSIMPSON MFG INC830.6K$173.9M3.1%
RBLXROBLOX CORP3.1M$171.2M3.0%
CBRECBRE GROUP INC992.4K$133.7M2.4%
LLYVALIBERTY LIVE HOLDINGS INC785.1K$79.5M1.4%
MDBMONGODB INC165.7K$55.7M1.0%
LYVLIVE NATION ENTERTAINMENT IN302.1K$55.3M1.0%
WIXWIX COM LTD1.1M$47.4M0.8%
—PAYPAY CORP2.2M$30.9M0.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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