13F

Investor

ValueAct

CIK 0001387322 · filed 2026-02-17 · SEC filing

13F book

$7.82B

Positions

32

Largest name

8.4%

Alphabet Inc

Est. mark

Need a prior quarter to estimate

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.