Long-term investor

Valueact Holdings, L.P. @valueactholdingslp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001418814).

Record

• Tracked since 2023-06-30 (1161 days), 146 trades recorded
• Returns: week — · month — · 90 days +5.2% · 6 months -17.9% · 1 year -15.6% · all +32.4%
• Max drawdown -22.0% · Sharpe 0.23 · win rate 55% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• V · 14.1% · long · since 2024-09-30
• AMZN · 12.4% · long · since 2024-12-31
• RKT · 11.6% · long · since 2025-03-31
• BLK · 9.9% · long · since 2025-12-31
• META · 9.2% · long · since 2024-09-30
• CRM · 8.3% · long · since 2023-06-30
• TOST · 7.0% · long · since 2024-12-31
• KKR · 5.8% · long · since 2023-06-30
• SPOT · 4.3% · long · since 2023-06-30
• LLYVA · 4.1% · long · since 2025-12-31
• SSD · 3.1% · long · since 2025-06-30
• RBLX · 3.0% · long · since 2023-09-30

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