KUJIRA WATCH / バリューアクト・キャピタル（ValueAct Holdings, L.P.）
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ValueAct Holdings, L.P.

バリューアクト・キャピタル
13F報告額 $5.7B
FIG. 01 — 上位保有銘柄（2026-03-31 時点）
VVISA INC12.3%$700.1M
AMZNAMAZON COM INC10.5%$600.8M
CRMSALESFORCE INC9.8%$559.0M
BLKBLACKROCK INC9.2%$525.2M
METAMETA PLATFORMS INC9.2%$523.9M
RKTROCKET COS INC7.0%$402.1M
TOSTTOAST INC6.0%$341.9M
LLYVKLIBERTY LIVE HOLDINGS INC5.9%$335.1M
RBLXROBLOX CORP5.8%$330.8M
KKRKKR & CO INC5.3%$303.4M
MDBMONGODB INC4.4%$254.0M
SSDSIMPSON MFG INC4.2%$239.9M
増加・新規
KKRKKR & CO INCNEW
SPOTIFY TECHNOLOGY S ANEW
WIX COM LTDNEW
TOSTTOAST INC+60.89%
VVISA INC+34.8%
減少・売却
NSITINSIGHT ENTERPRISES INCEXITED
DISDISNEY WALT CO-87%
RKTROCKET COS INC-28.35%
MDBMONGODB INC-26.23%
LYVLIVE NATION ENTERTAINMENT IN-24.1%
BLKBLACKROCK INC-21.42%
AMZNAMAZON COM INC-15.02%
METAMETA PLATFORMS INC-12.62%
SSDSIMPSON MFG INC-5.03%
RBLXROBLOX CORP-2.13%
この投資家の直近13D提出 — KUJIRA WATCH 13Dで全件
2026-06-15訂正 #1Liberty Live Holdings, Inc.4.9%
2025-12-19新規Liberty Live Holdings, Inc.7.0%
2025-12-01訂正 #13Insight Enterprises, Inc.4.7%
2025-10-28訂正 #12Insight Enterprises, Inc.5.3%
2025-10-09訂正 #11Insight Enterprises, Inc.6.7%