ValueAct Holdings, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$4.6T
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE INC | 2,898,509 | $777.8B | 16.98% | |
| 2 | DISDISNEY WALT CO | 6,566,031 | $648.1B | 14.15% | |
| 3 | IEIINSIGHT ENTERPRISES INC | 4,061,739 | $609.2B | 13.30% | |
| 4 | METAMETA PLATFORMS INC | 1,014,874 | $584.9B | 12.77% | |
| 5 | RBLXROBLOX CORP | 8,764,921 | $510.9B | 11.15% | |
| 6 | VVISA INC | 1,312,950 | $460.1B | 10.04% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 3,903,888 | $266.0B | 5.81% | |
| 8 | EXPEEXPEDIA GROUP INC | 1,117,156 | $187.8B | 4.10% | |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | 885,266 | $115.6B | 2.52% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 1,658,648 | $111.5B | 2.43% | |
| 11 | AMZNAMAZON COM INC | 563,100 | $107.1B | 2.34% | |
| 12 | TOSTTOAST INC | 2,597,200 | $86.1B | 1.88% | |
| 13 | RKTROCKET COS INC | 6,728,509 | $81.2B | 1.77% | |
| 14 | NUNU HLDGS LTD | 3,416,200 | $35.0B | 0.76% |