Valueact Holdings, L.P.
ValueAct Holdings, L.P. (also known as ValueAct Capital) is a privately owned hedge fund based in San Francisco, California. Founded in June 2000, it manages funds on behalf of some of the world’s largest institutional investors and focuses on value-oriented investing in public equity markets. The firm is recognized for its concentrated, active investing style and long investment horizons, typically holding major stakes in a limited number of companies to influence strategic direction. ValueAct has been managed by industry veterans and, as of 2024, employs roughly 15 investment professionals, with additional staff supporting core operations. The firm is highly exclusive, primarily catering to large institutional and accredited investors.
Investment Strategy
ValueAct Holdings employs a long-term, concentrated, active value investing strategy. The firm targets a select number of high-quality public companies that it considers undervalued, often taking substantial ownership stakes to influence major strategic, operational, or governance changes. Investments are commonly held for three to five years, and sometimes longer, as the firm engages deeply with management teams, providing data-driven insights and strategic guidance. ValueAct’s approach prioritizes building sustainable value and leaving companies in a stronger position post-involvement, with an emphasis on high standards of integrity and consideration for social, ethical, and environmental factors.
Latest 13F Filing Activity
Valueact Holdings, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $6B. The fund increased holdings in Amazon Com Inc., Simpson MFG Inc., Mongodb Inc. among other positions. Valueact Holdings, L.P. reduced exposure to Insight Enterprises Inc., Expedia Group Inc., Meta Platforms Inc. among others.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 15.17% | $849.6M | 3,872,500 | $219.19 | $219.39 | +$742.5M |
C CRM | SALESFORCE INC | 14.12% | $790.4M | 2,898,509 | $196.33 | $272.69 | +$12.6M |
D DIS | DISNEY WALT CO | 11.27% | $630.9M | 5,087,631 | $93.48 | $124.01 | -$17.2M |
R RBLX | ROBLOX CORP | 8.89% | $497.8M | 4,732,021 | $41.23 | $105.20 | -$13.1M |
M META | META PLATFORMS INC | 8.22% | $460.1M | 623,374 | $575.54 | $738.09 | -$124.8M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | San Francisco, CA , United States | |
 | Partner | CA , United States | |
T Todd Bourell | Partner | Westwood, MA , United States | |
 | Associate | United States | |
 | Partner | San Francisco, CA , United States | |
 | Partner | United States | |
J Jason Anderson | Investment Professional | San Francisco, CA , United States |