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ValueAct Capital Master Fund, L.P.
CIK 0001418814 · Activist · 2 positions · Q1 2026 vs Q4 2025 · live SEC data
Portfolio value
$1.12B
QoQ change
-23.8%
| Ticker | Shares | Value | % of portfolio | QoQ |
|---|---|---|---|---|
 AMZN | 2,884,600 | $600.78M | 53.4% | Trim-15% |
 META | 915,674 | $523.88M | 46.6% | Trim-13% |
13F-HR holdings are reported quarterly with up to a 45-day delay and cover long US equity positions only. Not financial advice.