ValueAct Capital's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for , people matching ValueAct Capital publicly holds 17 stocks with a net worth of over US$ 5.8 B.

These are shares held by ValueAct Capital as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Amazon.com Inc. Valueact Holdings, L.P. 231.03 3,872,500 0.04% 0.03 894.7 M
CCC Intelligent Solutions Holdings Inc Valueact Holdings, L.P. 9.71 2,881,800 0.44% NEW 28.0 M
Mr. Cooper Group Inc Valueact Holdings, L.P. 191.27 904,800 1.41% NEW 173.1 M
Expedia Group Inc Valueact Holdings, L.P. 207.44 278,356 0.23% -0.68 57.7 M
Liberty Media Corp. - Ordinary Shares (New Liberty Live) Series A Valueact Holdings, L.P. 90.29 1,773,148 1.93% 0.12 160.1 M
Liberty Media Corp. - Ordinary Shares (New Liberty Live) Series C Valueact Holdings, L.P. 92.93 3,991,888 4.34% 0.10 371.0 M
MongoDB Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 218.26 690,500 0.85% NEW 150.7 M
Meta Platforms Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 785.23 623,374 0.02% -0.02 489.5 M
Insight Enterprises Inc. Valueact Holdings, L.P. 130.07 2,861,739 9.09% -3.81 372.2 M
CBRE Group Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 158.93 589,391 0.20% NEW 93.7 M
Salesforce Inc Valueact Holdings, L.P. 242.44 2,898,509 0.30% 0.00 702.7 M
Walt Disney Co (The) Valueact Holdings, L.P. 115.39 5,087,631 0.28% -0.08 587.1 M
Live Nation Entertainment Inc Valueact Holdings, L.P. 160.93 885,266 0.38% 0.00 142.5 M
Roblox Corporation - Ordinary Shares - Class A Valueact Holdings, L.P. 117.34 4,732,021 0.68% -0.58 555.3 M
Rocket Companies Inc - Ordinary Shares Class A Valueact Holdings, L.P. 18.53 15,125,609 0.72% 0.40 280.3 M
Simpson Manufacturing Co., Inc. Valueact Holdings, L.P. 187.04 1,406,105 3.38% NEW 263.0 M
Visa Inc - Ordinary Shares - Class A Valueact Holdings, L.P. 344.47 1,244,950 0.06% 0.00 428.8 M
Nu Holdings Ltd - Ordinary Shares Class A ValueAct Capital 13.10 - Investor holds below 1%
Toast Inc - Ordinary Shares - Class A ValueAct Capital 43.15 - Investor holds below 1%
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