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ValueAct

ValueAct Holdings, L.P.Data: SEC EDGAR 13F · Filed 2026-05-15 · 13F filings are quarterly snapshots disclosed up to 45 days late; current positions may differ — not a real-time trading signal.
Period
2026 Q1
Total value
$5.7B
AUM QoQ -18.7%
Positions
18 positions
Filing date
2026-05-15
Year
Quarter
3 new positions · 2 adds · 11 trims · biggest add TOST +60.89%
#CompanyPeriod priceTodayValueWeight %Shares (QoQ)Change %
1
Visa Inc
V
$302.24
$700M
12.26%
2.32M
1.72M
+34.8%
+598K sh
2
Amazon Com Inc
AMZN
$208.27
$601M
10.52%
2.88M
3.39M
-15.02%
-510K sh
3
Salesforce Inc
CRM
$186.67
$559M
9.79%
2.99M
2.99M
4
Blackrock Inc
BLK
$961.71
$525M
9.19%
546K
695K
-21.42%
-149K sh
5
Meta Platforms Inc
META
$572.13
$524M
9.17%
916K
1.05M
-12.62%
-132K sh
6
Rocket Cos Inc
RKT
$14.25
$402M
7.04%
28.21M
39.38M
-28.35%
-11.17M sh
7
Toast Inc
TOST
$26.51
$342M
5.98%
12.90M
8.02M
+60.89%
+4.88M sh
8
Liberty Live Holdings Inc
LLYVK
$94.11
$335M
5.87%
3.56M
3.60M
-1.19%
-43K sh
9
Roblox Corp
RBLX
$56.56
$331M
5.79%
5.85M
5.98M
-2.13%
-127K sh
10
Kkr & Co Inc
KKRS
$92.5
$303M
5.31%
3.28M
New
11
Mongodb Inc
MDB
$244.77
$254M
4.45%
1.04M
1.41M
-26.23%
-369K sh
12
Simpson Mfg Inc
SSD
$171.62
$240M
4.2%
1.40M
1.47M
-5.03%
-74K sh
13
Spotify Technology S A
SPOT
$484.91
$174M
3.04%
359K
New
14
Liberty Live Holdings Inc
LLYVA
$91.64
$163M
2.85%
1.78M
1.80M
-1.24%
-22K sh
15
Live Nation Entertainment In
LYV
$152.51
$95M
1.67%
625K
823K
-24.1%
-198K sh
16
Wix Com Ltd
WIX
$85.57
$94M
1.65%
1.10M
New
17
Disney Walt Co
DIS
$96.38
$39M
0.68%
400K
3.08M
-87%
-2.68M sh
18
Cbre Group Inc
CBRE
$135.46
$32M
0.56%
235K
235K