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 Q4 2025 Q3 · filed 17 Feb · long equity

CRM - Salesforce 11.29% Add +3.3% 2,994,509 $264.91 $793M +96,000 +$106M
AMZN - Amazon 11.15% Reduce −3.0% 3,394,300 $230.82 $783M −106,200 +$15M
RKT - Rocket Cos · CL A 10.85% Add +55.1% 39,380,652 $19.36 $762M +13,985,025 +$270M
BLK - Blackrock 10.59% New 695,000 $1,070 $744M +695,000 +$744M
META - Meta Platforms · CL A 9.85% Add +36.3% 1,047,974 $660.09 $692M +279,300 +$127M
V - VISA · CL A 8.58% Add +9.7% 1,718,250 $350.71 $603M +152,400 +$68M
MDB - Mongodb · CL A 8.40% Reduce −33.6% 1,406,800 $419.69 $590M −711,400 +$223M
RBLX - Roblox · CL A 6.89% Add +39.5% 5,975,821 $81.03 $484M +1,692,600 −$109M
DIS - Disney Walt 4.98% Reduce −29.9% 3,077,931 $113.77 $350M −1,314,000 −$153M
LLYVK - Liberty Live 4.27% New 3,603,988 $83.16 $300M +3,603,988 +$300M
TOST - Toast · CL A 4.05% Add +135.9% 8,015,277 $35.51 $285M +4,618,077 +$161M
SSD - Simpson Mfg 3.38% Add +21.9% 1,472,142 $161.47 $238M +264,200 +$35M
LLYVA 2.09% New 1,799,319 $81.50 $147M +1,799,319 +$147M
LYV - Live Nation 1.67% Add +28.4% 823,066 $142.50 $117M +182,200 +$13M
Insight Enterprises 1.41% Reduce −46.4% 1,216,592 $81.47 $99M −1,055,147 −$159M
CBRE - CBRE Group · CL A 0.54% Hold 234,591 $160.79 $38M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Liberty Media Del 5.75% Exit 0 $96.97 $341M −3,515,888 −$341M
Mr Cooper Group 3.22% Exit 0 $210.79 $191M −904,800 −$191M
Liberty Media Del 2.73% Exit 0 $94.30 $162M −1,719,548 −$162M

* 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 Q3. 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