ValueAct Holdings, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$5.9T
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 3,500,500 | $768.6B | 12.96% | |
| 2 | CRMSALESFORCE INC | 2,898,509 | $686.9B | 11.59% | |
| 3 | RBLXROBLOX CORP | 4,283,221 | $593.3B | 10.01% | |
| 4 | METAMETA PLATFORMS INC | 768,674 | $564.5B | 9.52% | |
| 5 | VVISA INC | 1,565,850 | $534.5B | 9.01% | |
| 6 | DISDISNEY WALT CO | 4,391,931 | $502.9B | 8.48% | |
| 7 | RKTROCKET COS INC | 25,395,627 | $492.2B | 8.30% | |
| 8 | MDBMONGODB INC | 2,118,200 | $367.2B | 6.19% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 3,515,888 | $340.9B | 5.75% | |
| 10 | IEIINSIGHT ENTERPRISES INC | 2,271,739 | $257.6B | 4.34% | |
| 11 | SSDSIMPSON MFG INC | 1,207,942 | $202.3B | 3.41% | |
| 12 | 07WAMR COOPER GROUP INC | 904,800 | $190.7B | 3.22% | |
| 13 | FWONALIBERTY MEDIA CORP DEL | 1,719,548 | $162.2B | 2.73% | |
| 14 | TOSTTOAST INC | 3,397,200 | $124.0B | 2.09% | |
| 15 | LYVLIVE NATION ENTERTAINMENT IN | 640,866 | $104.7B | 1.77% | |
| 16 | CBRECBRE GROUP INC | 234,591 | $37.0B | 0.62% |