ValueAct Holdings, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$4.4T
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE INC | 2,898,509 | $969.1B | 22.08% | |
| 2 | DISDISNEY WALT CO | 6,566,031 | $731.1B | 16.66% | |
| 3 | IEIINSIGHT ENTERPRISES INC | 4,061,739 | $617.8B | 14.08% | |
| 4 | RBLXROBLOX CORP | 10,135,921 | $586.5B | 13.36% | |
| 5 | EXPEEXPEDIA GROUP INC | 2,017,406 | $375.9B | 8.56% | |
| 6 | TOSTTOAST INC | 8,548,600 | $311.6B | 7.10% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 3,168,788 | $215.7B | 4.91% | |
| 8 | LYVLIVE NATION ENTERTAINMENT INC | 1,061,466 | $137.5B | 3.13% | |
| 9 | METAMETA PLATFORMS INC | 211,500 | $123.8B | 2.82% | |
| 10 | VVISA INC | 373,600 | $118.1B | 2.69% | |
| 11 | AMZNAMAZON COM INC | 536,900 | $117.8B | 2.68% | |
| 12 | FWONALIBERTY MEDIA CORP DEL | 1,268,448 | $84.4B | 1.92% |