StockCRM - Salesforce.com
% de la cartera24.49
Actividad reciente—
Comparte3,914,309
Precio$273.71
Valor$1,071,386,000
Precio Actual$318.30
Precio reportado16.29%
52 Week Low$211.10
52 Week High$368.58
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ValueAct Capital
ValueAct CapitalFecha: 30 Jun 2026Inversiones: 18Valor: $5,634,931,000
Inversiones actuales
StockNSIT - Insight Enterprises Inc.
% de la cartera20.00
Actividad reciente—
Comparte4,061,739
Precio$215.39
Valor$874,858,000
Precio Actual$157.63
Precio reportado-26.82%
52 Week Low$146.56
52 Week High$228.07
StockDIS - Walt Disney Co.
% de la cartera16.42
Actividad recienteAdd 21.70%
Comparte7,464,831
Precio$96.19
Valor$718,042,000
Precio Actual$107.64
Precio reportado11.90%
52 Week Low$83.54
52 Week High$122.63
StockRBLX - Roblox Corp.
% de la cartera10.26
Actividad recienteAdd 340.69%
Comparte10,135,921
Precio$44.26
Valor$448,616,000
Precio Actual$60.67
Precio reportado37.08%
52 Week Low$29.55
52 Week High$63.58
StockTOST - Toast Inc.
% de la cartera10.02
Actividad recienteBuy
Comparte15,482,200
Precio$28.31
Valor$438,301,000
Precio Actual$34.98
Precio reportado23.56%
52 Week Low$16.13
52 Week High$44.12
StockEXPE - Expedia Group Inc.
% de la cartera8.82
Actividad recienteReduce 23.63%
Comparte2,607,606
Precio$148.02
Valor$385,978,000
Precio Actual$180.15
Precio reportado21.71%
52 Week Low$107.25
52 Week High$192.34
StockMETA - Meta Platforms Inc.
% de la cartera2.77
Actividad recienteBuy
Comparte211,500
Precio$572.44
Valor$121,071,000
Precio Actual$606.87
Precio reportado6.01%
52 Week Low$357.25
52 Week High$637.89
StockLYV - Live Nation Inc.
% de la cartera2.54
Actividad recienteBuy
Comparte1,014,650
Precio$109.49
Valor$111,094,000
Precio Actual$129.12
Precio reportado17.93%
52 Week Low$86.67
52 Week High$141.18
StockV - Visa Inc.
% de la cartera2.35
Actividad recienteBuy
Comparte373,600
Precio$274.95
Valor$102,721,000
Precio Actual$305.99
Precio reportado11.29%
52 Week Low$251.72
52 Week High$321.62
StockLLYVK - Liberty Media Corp. Series C Live
% de la cartera1.57
Actividad recienteBuy
Comparte1,337,500
Precio$51.33
Valor$68,654,000
Precio Actual$66.55
Precio reportado29.65%
52 Week Low$33.50
52 Week High$73.89
StockLLYVA - Liberty Media Corp. Series A Live
% de la cartera0.76
Actividad recienteBuy
Comparte671,800
Precio$49.51
Valor$33,261,000
Precio Actual$64.53
Precio reportado30.34%
52 Week Low$32.55
52 Week High$72.88
StockAMZN - Amazon.com Inc.
% de la cartera2.68
Actividad recienteBuy
Comparte536,900
Precio$219.39
Valor$117,790,000
Precio Actual$228.68
Precio reportado4.23%
52 Week Low$151.61
52 Week High$242.52
StockRKT - Rocket Companies Inc.
% de la cartera1.77
Actividad recienteBuy
Comparte6,728,509
Precio$12.07
Valor$81,213,000
Precio Actual$13.24
Precio reportado9.69%
52 Week Low$9.52
52 Week High$20.23
StockNU - Nu Holdings Ltd
% de la cartera0.76
Actividad recienteBuy
Comparte3,416,200
Precio$10.24
Valor$34,982,000
Precio Actual$13.05
Precio reportado27.44%
52 Week Low$9.01
52 Week High$16.15
StockSSD - Simpson Manufacturing
% de la cartera3.90
Actividad recienteBuy
Comparte1,406,105
Precio$155.31
Valor$218,382,000
Precio Actual$191.19
Precio reportado23.10%
52 Week Low$137.11
52 Week High$196.79
StockMDB - MongoDB Inc.
% de la cartera2.59
Actividad recienteBuy
Comparte690,500
Precio$209.99
Valor$144,998,000
Precio Actual$204.37
Precio reportado-2.68%
52 Week Low$140.78
52 Week High$370.00
StockCOOP - Mr. Cooper Group Inc.
% de la cartera2.41
Actividad recienteBuy
Comparte904,800
Precio$149.21
Valor$135,005,000
Precio Actual$193.60
Precio reportado29.75%
52 Week Low$84.15
52 Week High$203.42
StockCBRE - CBRE Group
% de la cartera1.47
Actividad recienteBuy
Comparte589,391
Precio$140.12
Valor$82,585,000
Precio Actual$158.54
Precio reportado13.15%
52 Week Low$108.45
52 Week High$161.03
StockRDFN - Redfin Corp.
% de la cartera1.16
Actividad recienteBuy
Comparte5,805,600
Precio$11.19
Valor$64,965,000
Precio Actual$7.61
Precio reportado-31.99%
52 Week Low$4.26
52 Week High$11.16
StockCCCS - CCC Intelligent Solutions Hldgs Inc.
% de la cartera0.48
Actividad recienteBuy
Comparte2,881,800
Precio$9.41
Valor$27,118,000
Precio Actual$9.64
Precio reportado2.44%
52 Week Low$8.14
52 Week High$12.88
StockCOOP-OLD - Mr. Cooper Group Inc.
% de la cartera2.41
Actividad recienteBuy
Comparte904,800
Precio$149.21
Valor$135,005,000
Precio Actual$210.79
Precio reportado41.27%
52 Week Low$83.88
52 Week High$232.52
StockCCC - CCC Intelligent Solutions Hldgs Inc.
% de la cartera0.48
Actividad recienteBuy
Comparte2,881,800
Precio$9.41
Valor$27,118,000
Precio Actual$8.82
Precio reportado-6.27%
52 Week Low$8.14
52 Week High$12.88
StockBLK - BlackRock Inc.
% de la cartera10.59
Actividad recienteBuy
Comparte695,000
Precio$1070.34
Valor$743,886,000
Precio Actual$1072.67
Precio reportado0.22%
52 Week Low$762.34
52 Week High$1214.03
StockKKR - KKR & Co. L.P.
% de la cartera5.31
Actividad recienteBuy
Comparte3,279,700
Precio$92.50
Valor$303,372,000
Precio Actual$96.97
Precio reportado4.83%
52 Week Low$82.51
52 Week High$152.85
StockSPOT - Spotify Technology S.A.
% de la cartera3.04
Actividad recienteBuy
Comparte358,500
Precio$484.91
Valor$173,840,000
Precio Actual$436.94
Precio reportado-9.89%
52 Week Low$405.00
52 Week High$785.00
StockWIX - Wix.com Ltd.
% de la cartera1.65
Actividad recienteBuy
Comparte1,099,370
Precio$85.57
Valor$94,069,000
Precio Actual$54.67
Precio reportado-36.11%
52 Week Low$51.60
52 Week High$190.93
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
CRM - Salesforce.com
24.49
—
3,914,309
$273.71
$1,071,386,000
$318.30
16.29%
$211.10
$368.58
NSIT - Insight Enterprises Inc.
20.00
—
4,061,739
$215.39
$874,858,000
$157.63
-26.82%
$146.56
$228.07
DIS - Walt Disney Co.
16.42
Add 21.70%
7,464,831
$96.19
$718,042,000
$107.64
11.90%
$83.54
$122.63
RBLX - Roblox Corp.
10.26
Add 340.69%
10,135,921
$44.26
$448,616,000
$60.67
37.08%
$29.55
$63.58
TOST - Toast Inc.
10.02
Buy
15,482,200
$28.31
$438,301,000
$34.98
23.56%
$16.13
$44.12
EXPE - Expedia Group Inc.
8.82
Reduce 23.63%
2,607,606
$148.02
$385,978,000
$180.15
21.71%
$107.25
$192.34
META - Meta Platforms Inc.
2.77
Buy
211,500
$572.44
$121,071,000
$606.87
6.01%
$357.25
$637.89
LYV - Live Nation Inc.
2.54
Buy
1,014,650
$109.49
$111,094,000
$129.12
17.93%
$86.67
$141.18
V - Visa Inc.
2.35
Buy
373,600
$274.95
$102,721,000
$305.99
11.29%
$251.72
$321.62
LLYVK - Liberty Media Corp. Series C Live
1.57
Buy
1,337,500
$51.33
$68,654,000
$66.55
29.65%
$33.50
$73.89
LLYVA - Liberty Media Corp. Series A Live
0.76
Buy
671,800
$49.51
$33,261,000
$64.53
30.34%
$32.55
$72.88
AMZN - Amazon.com Inc.
2.68
Buy
536,900
$219.39
$117,790,000
$228.68
4.23%
$151.61
$242.52
RKT - Rocket Companies Inc.
1.77
Buy
6,728,509
$12.07
$81,213,000
$13.24
9.69%
$9.52
$20.23
NU - Nu Holdings Ltd
0.76
Buy
3,416,200
$10.24
$34,982,000
$13.05
27.44%
$9.01
$16.15
SSD - Simpson Manufacturing
3.90
Buy
1,406,105
$155.31
$218,382,000
$191.19
23.10%
$137.11
$196.79
MDB - MongoDB Inc.
2.59
Buy
690,500
$209.99
$144,998,000
$204.37
-2.68%
$140.78
$370.00
COOP - Mr. Cooper Group Inc.
2.41
Buy
904,800
$149.21
$135,005,000
$193.60
29.75%
$84.15
$203.42
CBRE - CBRE Group
1.47
Buy
589,391
$140.12
$82,585,000
$158.54
13.15%
$108.45
$161.03
RDFN - Redfin Corp.
1.16
Buy
5,805,600
$11.19
$64,965,000
$7.61
-31.99%
$4.26
$11.16
CCCS - CCC Intelligent Solutions Hldgs Inc.
0.48
Buy
2,881,800
$9.41
$27,118,000
$9.64
2.44%
$8.14
$12.88
COOP-OLD - Mr. Cooper Group Inc.
2.41
Buy
904,800
$149.21
$135,005,000
$210.79
41.27%
$83.88
$232.52
CCC - CCC Intelligent Solutions Hldgs Inc.
0.48
Buy
2,881,800
$9.41
$27,118,000
$8.82
-6.27%
$8.14
$12.88
BLK - BlackRock Inc.
10.59
Buy
695,000
$1070.34
$743,886,000
$1072.67
0.22%
$762.34
$1214.03
KKR - KKR & Co. L.P.
5.31
Buy
3,279,700
$92.50
$303,372,000
$96.97
4.83%
$82.51
$152.85
SPOT - Spotify Technology S.A.
3.04
Buy
358,500
$484.91
$173,840,000
$436.94
-9.89%
$405.00
$785.00
WIX - Wix.com Ltd.
1.65
Buy
1,099,370
$85.57
$94,069,000
$54.67
-36.11%
$51.60
$190.93