SEC Form 13F

ValueAct Holdings, L.P. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$5,634,931,372
Positions18

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VISA INCVCOM CL A$794,682,2132,316,250
AMAZON COM INCAMZNCOM$701,124,7782,941,700
ROCKET COS INCRKTCOM CL A$656,283,19141,668,774
BLACKROCK INCBLKCOM$559,339,452581,700
META PLATFORMS INCMETACL A$515,790,007915,674
SALESFORCE INCCRMCOM$469,119,7802,994,509
TOAST INCTOSTCL A$393,208,93714,134,038
KKR & CO INCKKRCOM$326,571,5963,558,200
SPOTIFY TECHNOLOGY S ASPOTSHS$241,869,684526,800
LIBERTY LIVE HOLDINGS INCLLYVKCOM SHS SER C$229,491,0682,172,388

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page