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ValueAct Holdings, L.P.

ValueAct Holdings, L.P. is an Investment Adviser institutional filer with the SEC under CIK 1418814, reporting 18 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in ValueAct Holdings, L.P.'s most recent 13F filing, ranked by reported market value.

  1. VISA INC (V)
  2. AMAZON COM INC (AMZN)
  3. ROCKET COS INC (RKT)
  4. BLACKROCK INC (BLK)
  5. META PLATFORMS INC (META)
  6. SALESFORCE INC (CRM)
  7. TOAST INC (TOST)
  8. KKR & CO INC (KKR)
  9. SPOTIFY TECHNOLOGY S A (SPOT)
  10. LIBERTY LIVE HOLDINGS INC (LLYVK)
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