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ValueAct Capital Portfolio & 13F Holdings

Review ValueAct Capital's latest 13F holdings, top disclosed positions, portfolio value, and recent reported changes.

ValueAct Capital portfolio Top Holdings

ValueAct Capital portfolio and ValueAct Capital 13F holdings indexed by Finoriq. Latest filing 2026-08-14.

RankHoldingValueLatest Filing
1VVISA INC.$794.7M2026-08-14
2AMZNAMAZON COM INC$701.1M2026-08-14
3RKTRocket Companies, Inc.$656.3M2026-08-14
4BLKBlackRock, Inc.$559.3M2026-08-14
5METAMeta Platforms, Inc.$515.8M2026-08-14
6CRMSalesforce, Inc.$469.1M2026-08-14
7TOSTToast, Inc.$393.2M2026-08-14
8KKRKKR & Co. Inc.$326.6M2026-08-14
9LLYVKLiberty Live Holdings, Inc.$229.5M2026-08-14
10SSDSimpson Manufacturing Co., Inc.$173.9M2026-08-14
11RBLXRoblox Corp$171.2M2026-08-14
12CBRECBRE GROUP, INC.$133.7M2026-08-14
13LLYVALiberty Live Holdings, Inc.$79.5M2026-08-14
14MDBMongoDB, Inc.$55.7M2026-08-14
15LYVLive Nation Entertainment, Inc.$55.3M2026-08-14
16PAYPPayPay Corp$30.9M2026-08-14

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