Stock Taper 
VALUEACT HOLDINGS, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MongoDB, Inc. | MDB | 165.7K | $55.66M |
 Live Nation Entertainment, Inc. | LYV | 302.07K | $55.31M |
 Spotify Technology S.A. | SPOT | 526.8K | $241.87M |
 BlackRock, Inc. | BLK | 581.7K | $559.34M |
 Liberty Live Group | LLYVA | 785.12K | $79.5M |
 Simpson Manufacturing Co., Inc. | SSD | 830.64K | $173.89M |
 Meta Platforms, Inc. | META | 915.67K | $515.79M |
 CBRE Group, Inc. | CBRE | 992.39K | $133.67M |
 Wix.com Ltd. | WIX | 1.1M | $47.38M |
 Liberty Live Group | LLYVK | 2.17M | $229.49M |
 Visa Inc. | V | 2.32M | $794.68M |
 Amazon.com, Inc. | AMZN | 2.94M | $701.12M |
 Salesforce, Inc. | CRM | 2.99M | $469.12M |
 Roblox Corporation | RBLX | 3.15M | $171.16M |
 KKR & Co. Inc. | KKR | 3.56M | $326.57M |
 Toast, Inc. | TOST | 14.13M | $393.21M |
 Rocket Companies, Inc. | RKT | 41.67M | $656.28M |