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ValueAct Holdings 13F filings

Manager(s): Jeff Ubben

Holdings as of 2025-03-31

Filed on 2025-05-15 under CIK 1418814

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Salesforce.com Inc
2,898,509 sh
-1,015,800 sh
-26%
$777,844
-$293,542
Walt Disney Co.
6,566,031 sh
-898,800 sh
-12%
$648,067
-$69,975
Insight Enterprises Inc
4,061,739 sh
 
$609,220
Meta Platforms, Inc.
1,014,874 sh
803,374 sh
380%
$584,933
$463,862
ROBLOX Corp.
8,764,921 sh
-1,371,000 sh
-14%
$510,907
$62,291
Visa Inc
1,312,950 sh
939,350 sh
251%
$460,136
$357,415
Liberty Media CORP-Liberty Live Common / Ordinary Stock
3,903,888 sh
2,566,388 sh
192%
$266,011
$197,357
Expedia Group Inc
1,117,156 sh
-1,490,450 sh
-57%
$187,794
-$198,184
Live Nation Entertainment Inc
885,266 sh
-129,384 sh
-13%
$115,598
$4,504
Liberty Media Corp-Liberty Live Common / Ordinary Stock
1,658,648 sh
986,848 sh
147%
$111,527
$78,266
Amazon.com Inc
563,100 sh
563,100 sh
NEW
$107,135
$107,135
Toast Inc.
2,597,200 sh
-12,885,000 sh
-83%
$86,149
-$352,152
Rocket Cos. Inc.
6,728,509 sh
6,728,509 sh
NEW
$81,213
$81,213
NU HOLDINGS CL A ORD COM
3,416,200 sh
3,416,200 sh
NEW
$34,982
$34,982