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 2026-06-06 from SEC 13F data.
Live quotes available for 16 of 19 rows. Rows without a quote are marked unavailable.
| 1 | CRM | SALESFORCE INC | 11.29% | Add +3.3% | 2,994,509 | $793.28M | $264.91 | |
| 2 | AMZN | AMAZON COM INC | 11.15% | Reduce -3.0% | 3,394,300 | $783.47M | $230.82 | |
| 3 | RKT | ROCKET COS INC | 10.85% | Add +55.1% | 39,380,652 | $762.41M | $19.36 | |
| 4 | BLK | BLACKROCK INC | 10.59% | New | 695,000 | $743.89M | $1070.34 | |
| 5 | META | META PLATFORMS INC | 9.85% | Add +36.3% | 1,047,974 | $691.76M | $660.09 | |
| 6 | V | VISA INC | 8.58% | Add +9.7% | 1,718,250 | $602.61M | $350.71 | |
| 7 | MDB | MONGODB INC | 8.40% | Reduce -33.6% | 1,406,800 | $590.42M | $419.69 | |
| 8 | RBLX | ROBLOX CORP | 6.89% | Add +39.5% | 5,975,821 | $484.22M | $81.03 | |
| 9 | DIS | DISNEY WALT CO | 4.98% | Reduce -29.9% | 3,077,931 | $350.18M | $113.77 | |
| 10 | LLYVK | LIBERTY LIVE HOLDINGS INC | 4.27% | New | 3,603,988 | $299.71M | $83.16 | |
| 11 | TOST | TOAST INC | 4.05% | Add +135.9% | 8,015,277 | $284.62M | $35.51 | |
| 12 | SSD | SIMPSON MFG INC | 3.38% | Add +21.9% | 1,472,142 | $237.71M | $161.47 | |
| 13 | LLYVA | LIBERTY LIVE HOLDINGS INC | 2.09% | New | 1,799,319 | $146.64M | $81.50 | |
| 14 | LYV | LIVE NATION ENTERTAINMENT IN | 1.67% | Add +28.4% | 823,066 | $117.29M | $142.50 | |
| 15 | NSIT | INSIGHT ENTERPRISES INC | 1.41% | Reduce -46.5% | 1,216,592 | $99.12M | $81.47 | |
| 16 | CBRE | CBRE GROUP INC | 0.54% | - | 234,591 | $37.72M | $160.79 | |
| 19 | COOP | MR COOPER GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 18 | LLYVA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 17 | LLYVK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |