ValueAct Holdings, L.P.

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    16

  • Value ($000)

    $5,929,591

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$768.60M
13 %

3,500,500

C
CRM

SALESFORCE INC

COM
79466L302
$686.95M
12 %

2,898,509

R
RBLX

ROBLOX CORP

CL A
771049103
$593.31M
10 %

4,283,221

M
META

META PLATFORMS INC

CL A
30303M102
$564.50M
10 %

768,674

V
V

VISA INC

COM CL A
92826C839
$534.55M
9 %

1,565,850

D
DIS

DISNEY WALT CO

COM
254687106
$502.88M
9 %

4,391,931

R
RKT

ROCKET COS INC

COM CL A
77311W101
$492.17M
8 %

25,395,627

M
MDB

MONGODB INC

CL A
60937P106
$367.19M
6 %

2,118,200

L
LLYVK

LIBERTY MEDIA CORP DEL

COM LBTY LIV S C
531229722
$340.94M
6 %

3,515,888

I
IEI

INSIGHT ENTERPRISES INC

COM
45765U103
$257.64M
4 %

2,271,739

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