VALUEACT HOLDINGS, L.P.

PrivateCIK: 1418814
Location

SAN FRANCISCO, CA

18
Positions
$5.71B
Total AUM (reported)
70.39M
Total Shares

Allocation by class

TOTAL AUM$5.71B18 positions
COM$2.36B41.3%
CL A$1.48B25.9%
COM CL A$1.10B19.3%
COM SHS SER C$335.15M5.9%
SHS$267.91M4.7%
COM SER A$162.85M2.9%

Portfolio Concentration

Top 332.6%4–1048.4%11–2519.1%TOP 1080.9%0%100%
Top 3$1.86B32.6%
4–10$2.76B48.4%
11–25$1.09B19.1%

Top 3 weight

32.6%

Top 10 weight

80.9%

Voting Authority Distribution

Total shares with voting rights: 70.39M

Sole

Full voting authority

70.39M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:

VISA INC

SOLE
COM CL A
Shares2.32M
TypeSH
Market value$700.06M
12.26%
Sole
2.32M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares2.88M
TypeSH
Market value$600.78M
10.52%
Sole
2.88M
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares2.99M
TypeSH
Market value$558.98M
9.79%
Sole
2.99M
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares546.10K
TypeSH
Market value$525.19M
9.19%
Sole
546.10K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares915.67K
TypeSH
Market value$523.88M
9.17%
Sole
915.67K
Shared
0.00
None
0.00

ROCKET COS INC

SOLE
COM CL A
Shares28.21M
TypeSH
Market value$402.06M
7.04%
Sole
28.21M
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares12.90M
TypeSH
Market value$341.86M
5.98%
Sole
12.90M
Shared
0.00
None
0.00

LIBERTY LIVE HOLDINGS INC

SOLE
COM SHS SER C
Shares3.56M
TypeSH
Market value$335.15M
5.87%
Sole
3.56M
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares5.85M
TypeSH
Market value$330.80M
5.79%
Sole
5.85M
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares3.28M
TypeSH
Market value$303.37M
5.31%
Sole
3.28M
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares1.04M
TypeSH
Market value$254.02M
4.45%
Sole
1.04M
Shared
0.00
None
0.00

SIMPSON MFG INC

SOLE
COM
Shares1.40M
TypeSH
Market value$239.93M
4.20%
Sole
1.40M
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares358.50K
TypeSH
Market value$173.84M
3.04%
Sole
358.50K
Shared
0.00
None
0.00

LIBERTY LIVE HOLDINGS INC

SOLE
COM SER A
Shares1.78M
TypeSH
Market value$162.85M
2.85%
Sole
1.78M
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares624.67K
TypeSH
Market value$95.27M
1.67%
Sole
624.67K
Shared
0.00
None
0.00

WIX COM LTD

SOLE
SHS
Shares1.10M
TypeSH
Market value$94.07M
1.65%
Sole
1.10M
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares400.23K
TypeSH
Market value$38.57M
0.68%
Sole
400.23K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares234.59K
TypeSH
Market value$31.78M
0.56%
Sole
234.59K
Shared
0.00
None
0.00