ValueAct Holdings, L.P.

Q1 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    14

  • Value ($000)

    $4,581,518

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CRM
CRM

SALESFORCE INC

COM
79466L302
$777.84 M
17 %

2,898,509

DIS
DIS

DISNEY WALT CO

COM
254687106
$648.07 M
14 %

6,566,031

IEI
IEI

INSIGHT ENTERPRISES INC

COM
45765U103
$609.22 M
13 %

4,061,739

META
META

META PLATFORMS INC

CL A
30303M102
$584.93 M
13 %

1,014,874

RBLX
RBLX

ROBLOX CORP

CL A
771049103
$510.91 M
11 %

8,764,921

V
V

VISA INC

COM CL A
92826C839
$460.14 M
10 %

1,312,950

LLYVK
LLYVK

LIBERTY MEDIA CORP DEL

COM LBTY LIV S C
531229722
$266.01 M
6 %

3,903,888

EXPE
EXPE

EXPEDIA GROUP INC

COM NEW
30212P303
$187.79 M
4 %

1,117,156

LYV
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$115.60 M
3 %

885,266

LLYVA
LLYVA

LIBERTY MEDIA CORP DEL

COM LBTY LIV S A
531229748
$111.53 M
2 %

1,658,648

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