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ValueAct Holdings, L.P.

Q1 2026 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    18

  • Value ($000)

    $5,712,467

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$700.06M
12 %

2,316,250

A
AMZN

AMAZON COM INC

COM
023135106
$600.78M
11 %

2,884,600

C
CRM

SALESFORCE INC

COM
79466L302
$558.98M
10 %

2,994,509

---

BLACKROCK INC

COM
09290D101
$525.19M
9 %

546,100

M
META

META PLATFORMS INC

CL A
30303M102
$523.88M
9 %

915,674

R
RKT

ROCKET COS INC

COM CL A
77311W101
$402.06M
7 %

28,214,724

---

TOAST INC

CL A
888787108
$341.86M
6 %

12,895,438

---

LIBERTY LIVE HOLDINGS INC

COM SHS SER C
530909308
$335.15M
6 %

3,561,208

R
RBLX

ROBLOX CORP

CL A
771049103
$330.8M
6 %

5,848,621

K
KKR

KKR & CO INC

COM
48251W104
$303.37M
5 %

3,279,700

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