Institution (13F filer) · disclosed-activity record
ValueAct Holdings, L.P.
Institution (13F)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Bullish filings
3
Bearish filings
11
Names touched
14
Disclosed $ (bull / bear)
$458.1M / $1.8B
Most active in: AMZN (1) · BLK (1) · DIS (1) · META (1) · KKR (1) · LLYVA (1) · LLYVK (1) · LYV (1)
Disclosures, last 12 months
14 of 14 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-03-31 | AMZN | trimmed a position | $182.7M | — |
| 2026-03-31 | BLK | trimmed a position | $218.7M | — |
| 2026-03-31 | DIS | trimmed a position | $311.6M | — |
| 2026-03-31 | META | trimmed a position | $167.9M | — |
| 2026-03-31 | KKR | reported a new position | $303.4M | — |
| 2026-03-31 | LLYVA | trimmed a position | $16.2M | — |
| 2026-03-31 | LLYVK | trimmed a position | $35.4M | — |
| 2026-03-31 | LYV | trimmed a position | $22.0M | — |
| 2026-03-31 | MDB | trimmed a position | $336.4M | — |
| 2026-03-31 | RBLX | trimmed a position | $153.4M | — |
| 2026-03-31 | RKT | trimmed a position | $360.3M | — |
| 2026-03-31 | SSD | trimmed a position | $2.2M | — |
| 2026-03-31 | TOST | added to a position | $57.2M | — |
| 2026-03-31 | V | added to a position | $97.5M | — |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals