Follow-The-Filings

Featured 13F manager

ValueAct Holdings, L.P. ValueAct Capital

San Francisco, CA 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $5.6B
  • 18 Positions
  • 2026 Q2
  • −1.3% QoQ
  • Top 5 57.3%

Portfolio

2026 Q2 · filed 8/14/2026 · 18 long · top 12 shown

top 5 57.3% · top 10 86.8%

AUM over time

2026 Q2 $5.6B −1.3% QoQ
2021 Q3 · $8.6B 2021 Q3 · $8.6B
Q3 2021
2021 Q4 · $8.9B · +2.7% QoQ 2021 Q4 · $8.9B · +2.7% QoQ
Q4
2022 Q1 · $7.3B · −18.0% QoQ 2022 Q1 · $7.3B · −18.0% QoQ
Q1 2022
2022 Q2 · $6.3B · −13.7% QoQ 2022 Q2 · $6.3B · −13.7% QoQ
Q2
2022 Q3 · $5.9B · −5.9% QoQ 2022 Q3 · $5.9B · −5.9% QoQ
Q3
2022 Q4 · $5.3B · −10.1% QoQ 2022 Q4 · $5.3B · −10.1% QoQ
Q4
2023 Q1 · $6.1B · +15.7% QoQ 2023 Q1 · $6.1B · +15.7% QoQ
Q1 2023
2023 Q2 · $6.4B · +4.7% QoQ 2023 Q2 · $6.4B · +4.7% QoQ
Q2
2023 Q3 · $4.5B · −30.8% QoQ 2023 Q3 · $4.5B · −30.8% QoQ
Q3
2023 Q4 · $5B · +12.2% QoQ 2023 Q4 · $5B · +12.2% QoQ
Q4
2024 Q1 · $4.5B · −9.1% QoQ 2024 Q1 · $4.5B · −9.1% QoQ
Q1 2024
2024 Q2 · $3.6B · −21.7% QoQ 2024 Q2 · $3.6B · −21.7% QoQ
Q2
2024 Q3 · $3.9B · +10.7% QoQ 2024 Q3 · $3.9B · +10.7% QoQ
Q3
2024 Q4 · $4.4B · +11.5% QoQ 2024 Q4 · $4.4B · +11.5% QoQ
Q4
2025 Q1 · $4.6B · +4.4% QoQ 2025 Q1 · $4.6B · +4.4% QoQ
Q1 2025
2025 Q2 · $5.6B · +22.2% QoQ 2025 Q2 · $5.6B · +22.2% QoQ
Q2
2025 Q3 · $5.9B · +5.9% QoQ 2025 Q3 · $5.9B · +5.9% QoQ
Q3
2025 Q4 · $7B · +18.5% QoQ 2025 Q4 · $7B · +18.5% QoQ
Q4
2026 Q1 · $5.7B · −18.7% QoQ 2026 Q1 · $5.7B · −18.7% QoQ
Q1 2026
2026 Q2 · $5.6B · −1.3% QoQ 2026 Q2 · $5.6B · −1.3% QoQ
Q2

Book

2025 Q2 2025 Q1 · filed 14 Aug · long equity

AMZN - Amazon 15.17% Add +587.7% 3,872,500 $219.39 $850M +3,309,400 +$742M
CRM - Salesforce 14.12% Hold 2,898,509 $272.69 $790M
DIS - Disney Walt 11.27% Reduce −22.5% 5,087,631 $124.01 $631M −1,478,400 −$17M
RBLX - Roblox · CL A 8.89% Reduce −46.0% 4,732,021 $105.20 $498M −4,032,900 −$13M
META - Meta Platforms · CL A 8.22% Reduce −38.6% 623,374 $738.09 $460M −391,500 −$125M
V - VISA · CL A 7.89% Reduce −5.2% 1,244,950 $355.05 $442M −68,000 −$18M
Insight Enterprises 7.06% Reduce −29.5% 2,861,739 $138.09 $395M −1,200,000 −$214M
Liberty Media Del 5.79% Add +2.3% 3,991,888 $81.16 $324M +88,000 +$58M
SSD - Simpson Mfg 3.90% New 1,406,105 $155.31 $218M +1,406,105 +$218M
RKT - Rocket Cos · CL A 3.83% Add +124.8% 15,125,609 $14.18 $214M +8,397,100 +$133M
MDB - Mongodb · CL A 2.59% New 690,500 $209.99 $145M +690,500 +$145M
Liberty Media Del 2.52% Add +6.9% 1,773,148 $79.48 $141M +114,500 +$29M
Mr Cooper Group 2.41% New 904,800 $149.21 $135M +904,800 +$135M
LYV - Live Nation 2.39% Hold 885,266 $151.28 $134M
CBRE - CBRE Group · CL A 1.47% New 589,391 $140.12 $83M +589,391 +$83M
RDFN - Redfin 1.16% New 5,805,600 $11.19 $65M +5,805,600 +$65M
EXPE - Expedia Group 0.84% Reduce −75.1% 278,356 $168.68 $47M −838,800 −$141M
CCC 0.48% New 2,881,800 $9.41 $27M +2,881,800 +$27M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
TOST - Toast · CL A 1.88% Exit 0 $33.17 $86M −2,597,200 −$86M
NU · CL A 0.76% Exit 0 $10.24 $35M −3,416,200 −$35M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q1. Click column headers to sort · click New / Add / Reduce to promote that move type to the top. Exit opens the last-held block below. Among managers we track.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 18 $5.6B −1.3% 13F-HR 8/14/2026 000141881426000003
2026 Q1 18 $5.7B −18.7% 13F-HR 5/15/2026 000141881426000002
2025 Q4 16 $7B +18.5% 13F-HR 2/17/2026 000141881426000001
2025 Q3 16 $5.9B +5.9% 13F-HR 11/14/2025 000141881425000003
2025 Q2 18 $5.6B +22.2% 13F-HR 8/14/2025 000141881225000025
2025 Q1 14 $4.6B +4.4% 13F-HR 5/15/2025 000141881225000015
2024 Q4 12 $4.4B +11.5% 13F-HR 2/14/2025 000141881225000004
2024 Q3 11 $4.4B NEW HOLDINGS 11/15/2024 000141881224000022
2024 Q3 10 $3.9B +10.7% 13F-HR 11/14/2024 000141881224000021
2024 Q2 10 $3.6B −21.7% 13F-HR 8/14/2024 000141881224000017
2024 Q1 12 $4.5B −9.1% 13F-HR 5/15/2024 000141881224000011
2023 Q4 14 $5B +12.2% 13F-HR 2/14/2024 000141881224000003
2023 Q3 12 $4.5B −30.8% 13F-HR 11/14/2023 000141881223000073
2023 Q2 9 $6.4B +4.7% 13F-HR 8/14/2023 000141881223000038
2023 Q1 9 $6.1B +15.7% 13F-HR 5/15/2023 000141881223000026
2022 Q4 9 $5.3B −10.1% 13F-HR 2/14/2023 000141881223000011
2022 Q3 12 $5.9B −5.9% 13F-HR 11/14/2022 000141881222000068
2022 Q2 16 $6.3B −13.7% 13F-HR 8/15/2022 000141881222000053
2022 Q1 13 $7.3B −18.0% 13F-HR 5/16/2022 000141881222000034
2021 Q4 12 $8.9B +2.7% 13F-HR 2/14/2022 000141881222000008
2021 Q3 13 $8.6B 13F-HR 11/15/2021 000141881221000065

About

ValueAct Holdings, L.P.

21 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
ValueAct Capital
SEC filing name
ValueAct Holdings, L.P.
Location
San Francisco, CA
All SEC filings
View on sec.gov