ValueAct Capital
As of Q1 2026, this manager reported 18 long-equity positions worth $5.71B in aggregate.
As of Q1 2026, ValueAct Capital's ValueAct Capital held 18 long-equity positions with a reported value of $5.71B.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 15 of 20 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 15.17% | Add +587.7% | 3,872,500 | $849.59M | $219.39 | |
| 2 | CRM | SALESFORCE INC | 14.12% | - | 2,898,509 | $790.39M | $272.69 | |
| 3 | DIS | DISNEY WALT CO | 11.27% | Reduce -22.5% | 5,087,631 | $630.92M | $124.01 | |
| 4 | RBLX | ROBLOX CORP | 8.89% | Reduce -46.0% | 4,732,021 | $497.81M | $105.20 | |
| 5 | META | META PLATFORMS INC | 8.22% | Reduce -38.6% | 623,374 | $460.11M | $738.09 | |
| 6 | V | VISA INC | 7.89% | Reduce -5.2% | 1,244,950 | $442.02M | $355.05 | |
| 7 | NSIT | INSIGHT ENTERPRISES INC | 7.06% | Reduce -29.5% | 2,861,739 | $395.16M | $138.09 | |
| 8 | LLYVK | LIBERTY MEDIA CORP DEL | 5.79% | Add +2.3% | 3,991,888 | $323.98M | $81.16 | |
| 9 | SSD | SIMPSON MFG INC | 3.90% | New | 1,406,105 | $218.38M | $155.31 | |
| 10 | RKT | ROCKET COS INC | 3.83% | Add +124.8% | 15,125,609 | $214.48M | $14.18 | |
| 11 | MDB | MONGODB INC | 2.59% | New | 690,500 | $145M | $209.99 | |
| 12 | LLYVA | LIBERTY MEDIA CORP DEL | 2.52% | Add +6.9% | 1,773,148 | $140.93M | $79.48 | |
| 13 | COOP | MR COOPER GROUP INC | 2.41% | New | 904,800 | $135.01M | No quote | No quote |
| 14 | LYV | LIVE NATION ENTERTAINMENT IN | 2.39% | - | 885,266 | $133.92M | $151.28 | |
| 15 | CBRE | CBRE GROUP INC | 1.47% | New | 589,391 | $82.59M | $140.12 | |
| 16 | RDFN | REDFIN CORP | 1.16% | New | 5,805,600 | $64.96M | No quote | No quote |
| 17 | EXPE | EXPEDIA GROUP INC | 0.84% | Reduce -75.1% | 278,356 | $46.95M | $168.68 | |
| 18 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.48% | New | 2,881,800 | $27.12M | No quote | No quote |
| 20 | TOST | TOAST INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | NU | NU HLDGS LTD | - | Sold | 0 | $0 | No quote | No quote |