Holdings
ValueAct Holdings, L.P.
As of Jun 30, 2026, ValueAct Holdings, L.P. reported 14 positions worth US$5.31B. Largest: Visa Inc., Amazon.com, Inc. and Rocket Companies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Visa Inc. | 2.32M | US$795M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 2.94M | US$701M | +57,100 | Jun 30, 2026 |
| Rocket Companies, Inc. | 41.7M | US$656M | +13.5M | Jun 30, 2026 |
| Blackrock, Inc. | 582K | US$559M | +35,600 | Jun 30, 2026 |
| Meta Platforms, Inc. | 916K | US$516M | no change | Jun 30, 2026 |
| Salesforce, Inc. | 2.99M | US$469M | no change | Jun 30, 2026 |
| Toast, Inc. | 14.1M | US$393M | +1.24M | Jun 30, 2026 |
| Kkr & Co. Inc. | 3.56M | US$327M | +279K | Jun 30, 2026 |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 2.92M | US$309M | −2.37M | Jun 30, 2026 |
| Simpson Manufacturing Company, Inc. | 831K | US$174M | −567K | Jun 30, 2026 |