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ValueAct Holdings, L.P.

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    16

  • Value ($000)

    $7,025,029

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CRM

SALESFORCE INC

COM
79466L302
$793.28M
11 %

2,994,509

A
AMZN

AMAZON COM INC

COM
023135106
$783.47M
11 %

3,394,300

R
RKT

ROCKET COS INC

COM CL A
77311W101
$762.41M
11 %

39,380,652

---

BLACKROCK INC

COM
09290D101
$743.89M
11 %

695,000

M
META

META PLATFORMS INC

CL A
30303M102
$691.76M
10 %

1,047,974

V
V

VISA INC

COM CL A
92826C839
$602.61M
9 %

1,718,250

M
MDB

MONGODB INC

CL A
60937P106
$590.42M
8 %

1,406,800

R
RBLX

ROBLOX CORP

CL A
771049103
$484.22M
7 %

5,975,821

D
DIS

DISNEY WALT CO

COM
254687106
$350.18M
5 %

3,077,931

---

LIBERTY LIVE HOLDINGS INC

COM SHS SER C
530909308
$299.71M
4 %

3,603,988

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