ValueAct Holdings, L.P. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $7.0B in reported equity holdings across 16 positions. The largest holdings are CRM (11.3%), AMZN (11.2%), RKT (10.9%), BLK (10.6%), META (9.8%). The portfolio is concentrated in Other (90.2%), Communication Services (9.8%). Data sourced from SEC EDGAR 13F filings (CIK 1418814).