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VALUEACT HOLDINGS, L.P.

13-F Portfolio Value: $5.60 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 86.14%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TOST	TOAST INC				-2,597,200	Exited		13F
NU	NU HLDGS LTD				-3,416,200	Exited		13F