ValueAct Holdings Portfolio Update: March 2026

ValueAct Holdings, the investment firm led by Jeffrey Ubben, reported a portfolio value of approximately $5.21 billion as of March 31, 2026.

Major increases were seen in KKR & Co. Inc. (KRK), where ValueAct Holdings significantly boosted its stake by 1,716.8%, now holding shares worth $303.4 million. Toast Inc. (TOST) also saw a substantial increase, with a 60.89% rise in shares, adding $341.9 million to the portfolio. Conversely, BlackRock Inc. (BLK) experienced a significant decrease, with a 21.42% reduction in holdings, lowering its value to $525.2 million. Amazon.com Inc. (AMZN) also decreased, albeit less severely, with a 15.02% reduction in shares, valued at $600.8 million. Other notable changes include a slight decrease in Meta Platforms Inc. (META) and a large decrease in Rocket Companies Inc. (RKT).

ValueAct Holdings' portfolio includes significant positions in major companies like Visa Inc. (V), Amazon.com Inc. (AMZN), BlackRock Inc. (BLK), and Meta Platforms Inc. (META), alongside investments in technology firms like Toast Inc. (TOST) and MongoDB Inc. (MDB), and financial services companies like KKR & Co. Inc. (KRK) and Rocket Companies Inc. (RKT).