Valueact Holdings, L.P. - Q12026 Holdings

Valueact Holdings, L.P. holds 18 stocks with a total portfolio value of $ 5.71B as of Q12026. In Q12026, Valueact Holdings, L.P. added 3 new positions, increased stakes in 2 stocks, reduced 11 holdings, and fully exited 1 position. The largest holding is Visa Inc (V), representing 12.26% of the total portfolio.