ValueAct Holdings, L.P.

Q2 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    18

  • Value ($000)

    $5,599,319

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001418814
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$849.59M
15 %

3,872,500

CRM
CRM

SALESFORCE INC

COM
79466L302
$790.39M
14 %

2,898,509

DIS
DIS

DISNEY WALT CO

COM
254687106
$630.92M
11 %

5,087,631

RBLX
RBLX

ROBLOX CORP

CL A
771049103
$497.81M
9 %

4,732,021

META
META

META PLATFORMS INC

CL A
30303M102
$460.11M
8 %

623,374

V
V

VISA INC

COM CL A
92826C839
$442.02M
8 %

1,244,950

IEI
IEI

INSIGHT ENTERPRISES INC

COM
45765U103
$395.16M
7 %

2,861,739

LLYVK
LLYVK

LIBERTY MEDIA CORP DEL

COM LBTY LIV S C
531229722
$323.98M
6 %

3,991,888

SSD
SSD

SIMPSON MFG INC

COM
829073105
$218.38M
4 %

1,406,105

RKT
RKT

ROCKET COS INC

COM CL A
77311W101
$214.48M
4 %

15,125,609

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