Manager activity
ValueAct Holdings, L.P.
Valueact Capital
New
1
Add
7
Reduce
6
Exit
1
15 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| PAYP | New | +0.55 pp | opened 0.55% | Q1→Q2 |
| DIS | Exit | −0.68 pp | was 0.68% | Q1→Q2 |
| RKT | Add | +4.61 pp | +47.7% sh | Q1→Q2 |
| AMZN | Add | +1.93 pp | +2.0% sh | Q1→Q2 |
| CBRE | Add | +1.82 pp | +323.0% sh | Q1→Q2 |
| SPOT | Add | +1.25 pp | +46.9% sh | Q1→Q2 |
| TOST | Add | +0.99 pp | +9.6% sh | Q1→Q2 |
| BLK | Add | +0.73 pp | +6.5% sh | Q1→Q2 |
| KKR | Add | +0.48 pp | +8.5% sh | Q1→Q2 |
| MDB | Reduce | −3.46 pp | −84.0% sh | Q1→Q2 |
| RBLX | Reduce | −2.75 pp | −46.2% sh | Q1→Q2 |
| LLYVK | Reduce | −1.79 pp | −39.0% sh | Q1→Q2 |
| LLYVA | Reduce | −1.44 pp | −55.8% sh | Q1→Q2 |
| SSD | Reduce | −1.11 pp | −40.6% sh | Q1→Q2 |
| LYV | Reduce | −0.69 pp | −51.6% sh | Q1→Q2 |