ValueAct Capital
As of Q1 2026, ValueAct Capital reported 18 long-equity positions worth $5.71B in aggregate.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 14 of 14 rows. Rows without a quote are marked unavailable.
| 1 | CRM | SALESFORCE INC | 16.98% | - | 2,898,509 | $777.84M | $268.36 | |
| 2 | DIS | DISNEY WALT CO | 14.15% | - | 6,566,031 | $648.07M | $98.70 | |
| 3 | NSIT | INSIGHT ENTERPRISES INC | 13.30% | - | 4,061,739 | $609.22M | $149.99 | |
| 4 | META | META PLATFORMS INC | 12.77% | Add +379.9% | 1,014,874 | $584.93M | $576.36 | |
| 5 | RBLX | ROBLOX CORP | 11.15% | Reduce -13.5% | 8,764,921 | $510.91M | $58.29 | |
| 6 | V | VISA INC | 10.04% | Add +251.4% | 1,312,950 | $460.14M | $350.46 | |
| 7 | LLYVK | LIBERTY MEDIA CORP DEL | 5.81% | Add +23.2% | 3,903,888 | $266.01M | $68.14 | |
| 8 | EXPE | EXPEDIA GROUP INC | 4.10% | Reduce -44.6% | 1,117,156 | $187.79M | $168.10 | |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 2.52% | Reduce -16.6% | 885,266 | $115.6M | $130.58 | |
| 10 | LLYVA | LIBERTY MEDIA CORP DEL | 2.43% | Add +30.8% | 1,658,648 | $111.53M | $67.24 | |
| 11 | AMZN | AMAZON COM INC | 2.34% | Add +4.9% | 563,100 | $107.14M | $190.26 | |
| 12 | TOST | TOAST INC | 1.88% | Reduce -69.6% | 2,597,200 | $86.15M | $33.17 | |
| 13 | RKT | ROCKET COS INC | 1.77% | New | 6,728,509 | $81.21M | $12.07 | |
| 14 | NU | NU HLDGS LTD | 0.76% | New | 3,416,200 | $34.98M | $10.24 |