Universe · entity
ValueAct Holdings, L.P.
Institutional manager (13F) · CIK 1418814
13F holdings · as of 2026-03-31 · top 18 · reported portfolio $5.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VISA INC | $700M | 2,316,250 |
| 2 | AMAZON COM INC | $601M | 2,884,600 |
| 3 | SALESFORCE INC | $559M | 2,994,509 |
| 4 | BLACKROCK INC | $525M | 546,100 |
| 5 | META PLATFORMS INC | $524M | 915,674 |
| 6 | ROCKET COS INC | $402M | 28,214,724 |
| 7 | TOAST INC | $342M | 12,895,438 |
| 8 | LIBERTY LIVE HOLDINGS INC | $335M | 3,561,208 |
| 9 | ROBLOX CORP | $331M | 5,848,621 |
| 10 | KKR & CO INC | $303M | 3,279,700 |
| 11 | MONGODB INC | $254M | 1,037,800 |
| 12 | SIMPSON MFG INC | $240M | 1,398,042 |
| 13 | SPOTIFY TECHNOLOGY S A | $174M | 358,500 |
| 14 | LIBERTY LIVE HOLDINGS INC | $163M | 1,777,075 |
| 15 | LIVE NATION ENTERTAINMENT IN | $95M | 624,666 |
| 16 | WIX COM LTD | $94M | 1,099,370 |
| 17 | DISNEY WALT CO | $39M | 400,231 |
| 18 | CBRE GROUP INC | $32M | 234,591 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.