单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
ValueAct Holdings, L.P.
ValueAct（乌本）激进股东SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
18
申报总市值
$5.6B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | VISA INC | $794.7M | 2.3M | 14.10% |
| 2 | AMAZON COM INC | $701.1M | 2.9M | 12.44% |
| 3 | ROCKET COS INC | $656.3M | 41.7M | 11.65% |
| 4 | BLACKROCK INC | $559.3M | 582K | 9.93% |
| 5 | META PLATFORMS INC | $515.8M | 916K | 9.15% |
| 6 | SALESFORCE INC | $469.1M | 3.0M | 8.33% |
| 7 | TOAST INC | $393.2M | 14.1M | 6.98% |
| 8 | KKR & CO INC | $326.6M | 3.6M | 5.80% |
| 9 | SPOTIFY TECHNOLOGY S A | $241.9M | 527K | 4.29% |
| 10 | LIBERTY LIVE HOLDINGS INC | $229.5M | 2.2M | 4.07% |
| 11 | SIMPSON MFG INC | $173.9M | 831K | 3.09% |
| 12 | ROBLOX CORP | $171.2M | 3.1M | 3.04% |
| 13 | CBRE GROUP INC | $133.7M | 992K | 2.37% |
| 14 | LIBERTY LIVE HOLDINGS INC | $79.5M | 785K | 1.41% |
| 15 | MONGODB INC | $55.7M | 166K | 0.99% |
| 16 | LIVE NATION ENTERTAINMENT IN | $55.3M | 302K | 0.98% |
| 17 | WIX COM LTD | $47.4M | 1.1M | 0.84% |
| 18 | PAYPAY CORP | $30.9M | 2.2M | 0.55% |
前 6 大集中度 · 66%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。