Value Act

Latest 13F portfolio for 2026-03-31. SEC filing 0001418814-26-000002

TickerIssuerWeightValue
V
92826C839
VISA INC12.26%$700.1M
AMZN
023135106
AMAZON COM INC10.52%$600.8M
CRM
79466L302
SALESFORCE INC9.79%$559.0M
BLK
09290D101
BLACKROCK INC9.19%$525.2M
META
30303M102
META PLATFORMS INC9.17%$523.9M
RKT
77311W101
ROCKET COS INC7.04%$402.1M
TOST
888787108
TOAST INC5.98%$341.9M
LLYVK
530909308
LIBERTY LIVE HOLDINGS INC5.87%$335.1M
RBLX
771049103
ROBLOX CORP5.79%$330.8M
KKR
48251W104
KKR & CO INC5.31%$303.4M
MDB
60937P106
MONGODB INC4.45%$254.0M
SSD
829073105
SIMPSON MFG INC4.20%$239.9M
SPOT
L8681T102
SPOTIFY TECHNOLOGY S A3.04%$173.8M
LLYVA
530909100
LIBERTY LIVE HOLDINGS INC2.85%$162.9M
LYV
538034109
LIVE NATION ENTERTAINMENT IN1.67%$95.3M
WIX
M98068105
WIX COM LTD1.65%$94.1M
DIS
254687106
DISNEY WALT CO0.68%$38.6M
CBRE
12504L109
CBRE GROUP INC0.56%$31.8M