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 19 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 12.96% | Reduce -9.6% | 3,500,500 | $768.6M | $219.57 | |
| 2 | CRM | SALESFORCE INC | 11.59% | - | 2,898,509 | $686.95M | $237.00 | |
| 3 | RBLX | ROBLOX CORP | 10.01% | Reduce -9.5% | 4,283,221 | $593.31M | $138.52 | |
| 4 | META | META PLATFORMS INC | 9.52% | Add +23.3% | 768,674 | $564.5M | $734.38 | |
| 5 | V | VISA INC | 9.02% | Add +25.8% | 1,565,850 | $534.55M | $341.38 | |
| 6 | DIS | DISNEY WALT CO | 8.48% | Reduce -13.7% | 4,391,931 | $502.88M | $114.50 | |
| 7 | RKT | ROCKET COS INC | 8.30% | Add +67.9% | 25,395,627 | $492.17M | $19.38 | |
| 8 | MDB | MONGODB INC | 6.19% | Add +206.8% | 2,118,200 | $367.19M | $173.35 | |
| 9 | LLYVK | LIBERTY MEDIA CORP DEL | 5.75% | Reduce -11.9% | 3,515,888 | $340.94M | $96.97 | |
| 10 | NSIT | INSIGHT ENTERPRISES INC | 4.34% | Reduce -20.6% | 2,271,739 | $257.64M | $113.41 | |
| 11 | SSD | SIMPSON MFG INC | 3.41% | Reduce -14.1% | 1,207,942 | $202.28M | $167.46 | |
| 12 | COOP | MR COOPER GROUP INC | 3.22% | - | 904,800 | $190.72M | No quote | No quote |
| 13 | LLYVA | LIBERTY MEDIA CORP DEL | 2.73% | Reduce -3.0% | 1,719,548 | $162.15M | $94.30 | |
| 14 | TOST | TOAST INC | 2.09% | New | 3,397,200 | $124.03M | $36.51 | |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | 1.77% | Reduce -27.6% | 640,866 | $104.72M | $163.40 | |
| 16 | CBRE | CBRE GROUP INC | 0.62% | Reduce -60.2% | 234,591 | $36.96M | $157.56 | |
| 19 | RDFN | REDFIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | EXPE | EXPEDIA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 17 | CCCS | CCC INTELLIGENT SOLUTIONS HL | - | Sold | 0 | $0 | No quote | No quote |