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VALUEACT HOLDINGS, L.P.

13-F Portfolio Value: $5.71 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 80.92%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
V	VISA INC	12.26%	2,316,250	$700,063,400	598,000	34.8%	$302.24	13F
TOST	TOAST INC	5.98%	12,895,438	$341,858,061	4,880,161	60.89%	$26.51	13F