Value Act

Latest 13F portfolio for 2026-06-30. SEC filing 0001418814-26-000003

TickerIssuerWeightValue
V
92826C839
VISA INC14.10%$794.7M
AMZN
023135106
AMAZON COM INC12.44%$701.1M
RKT
77311W101
ROCKET COS INC11.65%$656.3M
BLK
09290D101
BLACKROCK INC9.93%$559.3M
META
30303M102
META PLATFORMS INC9.15%$515.8M
CRM
79466L302
SALESFORCE INC8.33%$469.1M
TOST
888787108
TOAST INC6.98%$393.2M
KKR
48251W104
KKR & CO INC5.80%$326.6M
SPOT
L8681T102
SPOTIFY TECHNOLOGY S A4.29%$241.9M
LLYVK
530909308
LIBERTY LIVE HOLDINGS INC4.07%$229.5M
SSD
829073105
SIMPSON MFG INC3.09%$173.9M
RBLX
771049103
ROBLOX CORP3.04%$171.2M
CBRE
12504L109
CBRE GROUP INC2.37%$133.7M
LLYVA
530909100
LIBERTY LIVE HOLDINGS INC1.41%$79.5M
MDB
60937P106
MONGODB INC0.99%$55.7M
LYV
538034109
LIVE NATION ENTERTAINMENT IN0.98%$55.3M
WIX
M98068105
WIX COM LTD0.84%$47.4M
PAYP
70450C101
PAYPAY CORP0.55%$30.9M