ValueAct Holdings Portfolio Snapshot: Top Holdings and Recent Changes
A snapshot of ValueAct Holdings' top holdings as of March 31, 2026, highlighting significant changes in shares for key stocks like Visa and KKR.
ValueAct Holdings, the investment firm led by Jeffrey Ubben, saw its portfolio holdings shift significantly as of March 31, 2026. The firm's top holdings, representing a substantial portion of its $5.21 billion portfolio, include major tech and financial companies. Notably, shares in Visa (V) increased by 34.8%, while Amazon (AMZN) and BlackRock (BLK) saw decreases. For more on ValueAct Holdings, visit their profile.
Visa (V), a leader in digital payments, holds a 12.26% allocation and saw a significant increase in shares, up 34.8% from the prior period. This positions Visa as one of ValueAct's key holdings. You can explore Visa's stock details here.
Amazon (AMZN), a dominant player in e-commerce and cloud computing, holds a 10.52% allocation but experienced a 15.02% decrease in shares. Similarly, BlackRock (BLK), a global financial services firm with a 9.19% allocation, saw shares decline by 21.42%. Details on Amazon's stock are available here, and BlackRock's stock can be explored here.
META (formerly Facebook) holds a 9.17% allocation but saw a 12.62% reduction in shares. Rocket Cos (RKT), a financial services company, experienced a sharp decline of 28.35% in its share count, despite a strong portfolio allocation of 7.04%. Toast (TOST), a restaurant technology provider, saw a substantial increase of 60.89% in shares, boosting its allocation to 5.98%. Roblox (RBLX), a gaming platform, experienced a minor decrease of 2.13% in shares. For more details on META, visit their profile; Rocket Cos can be explored here; Toast's stock details are available here; and Roblox's stock can be viewed here.
KKR & Co (KKR) stands out with a remarkable 171.68% increase in shares, despite a slight decrease in its portfolio allocation to 5.31%. MongoDB (MDB), a leading database company, saw a 26.23% reduction in shares, maintaining a 4.45% allocation. Simpson Manufacturing (SSD), a basic materials company, experienced a minor decrease of 5.03% in shares. More information on KKR is available here; MongoDB's stock details can be found here; and Simpson Manufacturing's stock can be explored here.