Fund

ValueAct Portfolio

ValueAct Holdings, L.P. · Activist investment fundSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: V 14.1%, RKT 11.6%, BLK 9.9%, TOST 7.0%, KKR 5.8% and 8 more (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+57.1%$1,000 → $1,571

Nov 15, 2024Nov 12, 2026

Max drawdown−34.1%Worst drop from a highVolatilityHighHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,585+$185 (+7.7%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

3 stocks · filed 8/14

AMZN50.5%
META37.2%
RBLX12.3%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

Bought V, bought AMZN

Holdings as of 6/30, filed 8/14

Bought V 14.1%
Bought AMZN 12.4%
Bought RKT 11.6%
Bought BLK 9.9%
Bought META 9.2%

and 13 more