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VALUEACT HOLDINGS, L.P.

13-F Portfolio Value: $4.39 B
Last 13-F Filed: Q4 2024
Concentration in top 10: 95.39%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CRMSALESFORCE INC22.08%2,898,509$969,058,514-4,930,109-62.98%$334.3313F
DISDISNEY WALT CO16.66%6,566,031$731,127,552-8,363,631-56.02%$111.3513F
NSITINSIGHT ENTERPRISES INC14.08%4,061,739$617,790,502-4,061,739-50%$152.113F
RBLXROBLOX CORP13.36%10,135,921$586,464,389-10,135,921-50%$57.8613F
EXPEEXPEDIA GROUP INC8.56%2,017,406$375,903,260-3,197,806-61.32%$186.3313F
TOSTTOAST INC7.1%8,548,600$311,596,470-6,933,600-44.78%$36.4513F
LLYVKLIBERTY MEDIA CORP DEL4.91%3,168,788$215,667,711493,78818.46%$68.0613F
LYVLIVE NATION ENTERTAINMENT INC3.13%1,061,466$137,459,847-967,834-47.69%$129.513F
METAMETA PLATFORMS INC2.82%211,500$123,835,365-211,500-50%$585.5113F
VVISA INC2.69%373,600$118,072,544-373,600-50%$316.0413F
AMZNAMAZON COM INC2.68%536,900$117,790,491536,900New$219.3913F
LLYVALIBERTY MEDIA CORP DEL1.92%1,268,448$84,427,899-75,152-5.59%$66.5613F