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Valueact Capital 13F Holdings & Portfolio Activity
Review Valueact Capital's current 13F holdings, portfolio weights, historical transactions, and position-level price context.
ValueAct Capital Top Current Holdings
ValueAct Capital's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $5.7B.
| Rank | Holding | Value | Portfolio | Latest Filing |
|---|---|---|---|---|
| 1 | VVISA INCCOM CL A | 92826C839 | $700.1M | 12.3% | 2026-05-15 |
| 2 | AMZNAMAZON COM INCCOM | 023135106 | $600.8M | 10.5% | 2026-05-15 |
| 3 | CRMSALESFORCE INCCOM | 79466L302 | $559M | 9.8% | 2026-05-15 |
| 4 | BLKBLACKROCK INCCOM | 09290D101 | $525.2M | 9.2% | 2026-05-15 |
| 5 | METAMETA PLATFORMS INCCL A | 30303M102 | $523.9M | 9.2% | 2026-05-15 |
| 6 | RKTROCKET COS INCCOM CL A | 77311W101 | $402.1M | 7.0% | 2026-05-15 |
| 7 | TOSTTOAST INCCL A | 888787108 | $341.9M | 6.0% | 2026-05-15 |
| 8 | LLYVKLIBERTY LIVE HOLDINGS INCCOM SHS SER C | 530909308 | $335.1M | 5.9% | 2026-05-15 |
| 9 | RBLXROBLOX CORPCL A | 771049103 | $330.8M | 5.8% | 2026-05-15 |
| 10 | KKRKKR & CO INCCOM | 48251W104 | $303.4M | 5.3% | 2026-05-15 |
| 11 | MDBMONGODB INCCL A | 60937P106 | $254M | 4.4% | 2026-05-15 |
| 12 | SSDSIMPSON MFG INCCOM | 829073105 | $239.9M | 4.2% | 2026-05-15 |
| 13 | SPOTSPOTIFY TECHNOLOGY S ASHS | L8681T102 | $173.8M | 3.0% | 2026-05-15 |
| 14 | LLYVALIBERTY LIVE HOLDINGS INCCOM SER A | 530909100 | $162.9M | 2.9% | 2026-05-15 |
| 15 | LYVLIVE NATION ENTERTAINMENT INCOM | 538034109 | $95.3M | 1.7% | 2026-05-15 |
| 16 | WIXWIX COM LTDSHS | M98068105 | $94.1M | 1.6% | 2026-05-15 |
| 17 | DISDISNEY WALT COCOM | 254687106 | $38.6M | 0.68% | 2026-05-15 |
| 18 | CBRECBRE GROUP INCCL A | 12504L109 | $31.8M | 0.56% | 2026-05-15 |
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