Fishy Whales
13F Institutional Portfolio · CIK 1418814

ValueAct Holdings

Reported 2026-03-31 · filed 2026-05-15
← All funds
$5.71B
Portfolio value
18
Positions
3
New positions
1
Sold out

13F book value over time

44 quarters
Quarter
-19%
1 Yr
+25%
2 Yr
+26%
3 Yr
-7%
5 Yr
-33%
10 Yr
-43%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
V Financials $700.1M 12.3% +35%
AMZN Consumer Discretionary $600.8M 10.5% -15%
CRM Information Technology $559M 9.8%
BLK Financials $525.2M 9.2% -21%
META Communication Services $523.9M 9.2% -13%
RKLB Industrials $402.1M 7.0% -28%
TOST Information Technology $341.9M 6.0% +61%
LLYVK Consumer Discretionary $335.1M 5.9% -1%
RBLX Communication Services $330.8M 5.8% -2%
KKR-PD Financials $303.4M 5.3% NEW
MDB Information Technology $254M 4.4% -26%
SSD Industrials $239.9M 4.2% -5%
SPOT Communication Services $173.8M 3.0% NEW
LLYVK Consumer Discretionary $162.9M 2.9% -1%
NSIT Consumer Discretionary $99.1M 1.7% -100%
LYV Communication Services $95.3M 1.7% -24%
WIX Information Technology $94.1M 1.6% NEW
Disney Walt Co Unclassified $38.6M 0.7% -87%
CBRE Real Estate $31.8M 0.6%

Sector allocation

SIC-derived
Financials 27%Information Technology 22%Communication Services 20%Consumer Discretionary 19%Industrials 11%Unclassified 1%Real Estate 1%

Top buys

added this quarter
CompanyActionΔ value
KKR-PD new +303.4M
SPOT new +173.8M
V added +97.5M
WIX new +94.1M
TOST added +57.2M

Top sells

trimmed + exited
CompanyActionΔ value
RKLB trimmed −360.3M
MDB trimmed −336.4M
Disney Walt Co trimmed −311.6M
BLK trimmed −218.7M
AMZN trimmed −182.7M
META trimmed −167.9M
RBLX trimmed −153.4M