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.
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 |