ValueAct Holdings, L.P.

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    16

  • Value ($000)

    $5,929,591

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$768.60 M
13 %

3,500,500

CRM
CRM

SALESFORCE INC

COM
79466L302
$686.95 M
12 %

2,898,509

RBLX
RBLX

ROBLOX CORP

CL A
771049103
$593.31 M
10 %

4,283,221

META
META

META PLATFORMS INC

CL A
30303M102
$564.50 M
10 %

768,674

V
V

VISA INC

COM CL A
92826C839
$534.55 M
9 %

1,565,850

DIS
DIS

DISNEY WALT CO

COM
254687106
$502.88 M
9 %

4,391,931

RKT
RKT

ROCKET COS INC

COM CL A
77311W101
$492.17 M
8 %

25,395,627

MDB
MDB

MONGODB INC

CL A
60937P106
$367.19 M
6 %

2,118,200

LLYVK
LLYVK

LIBERTY MEDIA CORP DEL

COM LBTY LIV S C
531229722
$340.94 M
6 %

3,515,888

IEI
IEI

INSIGHT ENTERPRISES INC

COM
45765U103
$257.64 M
4 %

2,271,739

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