Valueact Holdings, L.P. - Q42025 Holdings

Valueact Holdings, L.P. holds 16 stocks with a total portfolio value of $ 7.03B as of Q42025. In Q42025, Valueact Holdings, L.P. added 1 new position, increased stakes in 10 stocks, reduced 4 holdings, and fully exited 1 position. The largest holding is Salesforce Inc (CRM), representing 11.29% of the total portfolio.