StockDriftsStockDriftsTop 18 Valueact Holdings L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 12.26% | 2.32M | $700.1M | +34.80%(+598.00K) | $324.55(+0.37%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 10.52% | 2.88M | $600.8M | -15.02%(-509.70K) | $205.60(+28.47%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 9.79% | 2.99M | $559.0M | +0.00%(+0) | $176.98(-1.96%) | 2026-03-31 | |
| BLK | BLACKROCK INC | 9.19% | 546.1K | $525.2M | -21.42%(-148.90K) | $1118.10(-3.24%) | 2026-03-31 | |
| META | META PLATFORMS INC | 9.17% | 915.7K | $523.9M | -12.62%(-132.30K) | $628.18(-2.22%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 7.04% | 28.21M | $402.1M | -28.35%(-11.17M) | $16.15(-17.33%) | 2026-03-31 | |
| TOST | TOAST INC | 5.98% | 12.90M | $341.9M | +60.89%(+4.88M) | $32.58(-29.26%) | 2026-03-31 | |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 5.87% | 3.56M | $335.1M | -1.19%(-42.78K) | $57.39(+73.40%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 5.79% | 5.85M | $330.8M | -2.13%(-127.20K) | $59.56(-28.05%) | 2026-03-31 | |
| KKR | KKR & CO INC | 5.31% | 3.28M | $303.4M | new | $109.99(-11.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.95% | +51.89% |
| Top 20 Holdings Unweighted | +23.59% | +88.75% |
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