ValueAct Capital

As of Q2 2026, ValueAct Capital reported 18 long-equity positions worth $5.63B in aggregate.

Copy-investor backtest

Latest quarter: +11.81%
1-year: -6.13%
3-year: +68.78%
5-year: +54.42%
3-year vs S&P 500: -4.46%
5-year vs S&P 500: -19.26%
5-year top 5: +37.05%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Filing period

Updated 2026-08-14 from SEC 13F data.

Live quotes available for 18 of 19 rows. Rows without a quote are marked unavailable.


1	V	VISA INC	14.10%	-	2,316,250	$794.68M	$343.09
2	AMZN	AMAZON COM INC	12.44%	Add +2.0%	2,941,700	$701.12M	$238.34
3	RKT	ROCKET COS INC	11.65%	Add +47.7%	41,668,774	$656.28M	$15.75
4	BLK	BLACKROCK INC	9.93%	Add +6.5%	581,700	$559.34M	$961.56
5	META	META PLATFORMS INC	9.15%	-	915,674	$515.79M	$563.29
6	CRM	SALESFORCE INC	8.33%	-	2,994,509	$469.12M	$156.66
7	TOST	TOAST INC	6.98%	Add +9.6%	14,134,038	$393.21M	$27.82
8	KKR	KKR & CO INC	5.80%	Add +8.5%	3,558,200	$326.57M	$91.78
9	SPOT	SPOTIFY TECHNOLOGY S A	4.29%	Add +47.0%	526,800	$241.87M	$459.13
10	LLYVK	LIBERTY LIVE HOLDINGS INC	4.07%	Reduce -39.0%	2,172,388	$229.49M	$105.64
11	SSD	SIMPSON MFG INC	3.09%	Reduce -40.6%	830,642	$173.89M	$209.35
12	RBLX	ROBLOX CORP	3.04%	Reduce -46.2%	3,147,421	$171.16M	$54.38
13	CBRE	CBRE GROUP INC	2.37%	Add +323.0%	992,391	$133.67M	$134.69
14	LLYVA	LIBERTY LIVE HOLDINGS INC	1.41%	Reduce -55.8%	785,119	$79.5M	$101.26
15	MDB	MONGODB INC	0.99%	Reduce -84.0%	165,700	$55.66M	$335.90
16	LYV	LIVE NATION ENTERTAINMENT IN	0.98%	Reduce -51.6%	302,066	$55.31M	$183.11
17	WIX	WIX COM LTD	0.84%	-	1,099,370	$47.38M	$43.10
18	PAYP	PAYPAY CORP	0.55%	New	2,154,800	$30.88M	$14.33
19	DIS	DISNEY WALT CO	-	Sold	0	$0	No quote	No quote