ValueAct Holdings, L.P.
Annual return '25
+0.4%
SPY '25
+17.7%
Alpha
-17.3ptsvs SPY
Invested
$11.4B
Holdings
18
Trades YTD
1
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$V
VISA INC
Q1 2026: Sold 18.1% (1.27M → 1.04M shares)
12.5%
02
$AMZN
AMAZON COM INC
Held since at least Q1 2024
10.8%
03
$CRM
SALESFORCE INC
Q1 2026: Sold 10.1% (1.68M → 1.51M shares)
10.0%
04
$BLK
BLACKROCK INC
Held since at least Q1 2024
9.4%
05
$META
META PLATFORMS INC
Held since at least Q1 2024
9.4%
06
$RKT
ROCKET COS INC
Held since at least Q1 2024
7.2%
07
$TOST
TOAST INC
Held since at least Q1 2024
6.1%
08
$LLYVK
LIBERTY LIVE HOLDINGS INC
Held since at least Q1 2024
6.0%
09
$RBLX
ROBLOX CORP
Held since at least Q1 2024
5.9%
10
$KKR
KKR & CO INC
Held since at least Q1 2024
5.4%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.