Institutions / ValueAct Holdings, L.P.
ValueAct Holdings, L.P.
CIK 1418814 · Institution · as of Dec 31, 2025
Portfolio value
$7.03B
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Salesforce Inc | $793.28M | 11.3% |
| Amazon.com Inc | $783.47M | 11.2% |
| Rocket Companies, Inc. | $762.41M | 10.9% |
| BlackRock, Inc. | $743.89M | 10.6% |
| Meta Platforms Inc | $691.76M | 9.8% |
| Visa Inc | $602.61M | 8.6% |
| MongoDB, Inc. | $590.42M | 8.4% |
| ROBLOX Corp | $484.22M | 6.9% |
| Walt Disney Co | $350.18M | 5.0% |
| Liberty Live Holdings, Inc. | $299.71M | 4.3% |
| Toast, Inc. | $284.62M | 4.1% |
| Simpson Manufacturing Co., Inc. | $237.71M | 3.4% |
| Liberty Live Holdings, Inc. | $146.64M | 2.1% |
| Live Nation Entertainment Inc | $117.29M | 1.7% |
| Insight Enterprises Inc | $99.12M | 1.4% |
| CBRE Group Inc | $37.72M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.