account_balance
Investment manager · 13F filer · SEC CIK 1418814
ValueAct Holdings, L.P.
Reported value$5.63Bas of Jun 30, 2026
Positions18 1 new, 1 sold out
Top 10 weight86.7%V alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc
14.1%
AMZNAmazon Com Inc
12.4%
RKTRocket Cos Inc
11.6%Added +48%
BLKBlackRock Inc
9.9%Added +7%
METAMeta Platforms Inc
9.2%
CRMSalesforce Inc
8.3%
TOSTToast Inc
7.0%Added +10%
KKRKKR & Co Inc
5.8%Added +8%
SPOTSpotify Technology S A
4.3%Added +47%
LLYVKLiberty Live Holdings Inc
4.1%Trimmed −39%
SSDSimpson MFG Inc
3.1%Trimmed −41%
RBLXRoblox Corp
3.0%Trimmed −46%
VVisa Inc
14.1%
AMZNAmazon Com Inc
12.4%
RKT11.6%BLK9.9%META9.2%CRM8.3%TOST7.0%KKR5.8%SPOT4.3%LLYVK4.1%SSD3.1%RBLX3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc 14.1% HeldAMZN Amazon Com Inc 12.4% HeldRKT Rocket Cos Inc 11.6% Added +48%BLK BlackRock Inc 9.9% Added +7%META Meta Platforms Inc 9.2% HeldCRM Salesforce Inc 8.3% HeldTOST Toast Inc 7.0% Added +10%KKR KKR & Co Inc 5.8% Added +8%SPOT Spotify Technology S A 4.3% Added +47%LLYVK Liberty Live Holdings Inc 4.1% Trimmed −39%SSD Simpson MFG Inc 3.1% Trimmed −41%RBLX Roblox Corp 3.0% Trimmed −46%
What changed