Quarter snapshot

ValueAct Capital

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	NSIT	SOLD	—	—	—
≡	CBRE		0.56%	234,591	$31,777,697
≡	DIS	−87%	0.68%	400,231	$38,574,264
≡	WIX	Newly reported	1.65%	1,099,370	$94,069,243
≡	LYV	−24%	1.67%	624,666	$95,267,812
≡	LLYVA	−1%	2.85%	1,777,075	$162,851,153
≡	SPOT	Newly reported	3.04%	358,500	$173,840,235
≡	SSD	−5%	4.2%	1,398,042	$239,931,968
≡	MDB	−26%	4.45%	1,037,800	$254,022,306
≡	KKR	Newly reported	5.31%	3,279,700	$303,372,250
≡	RBLX	−2%	5.79%	5,848,621	$330,798,004
≡	LLYVK	−1%	5.87%	3,561,208	$335,145,285
≡	TOST	+61%	5.98%	12,895,438	$341,858,061
≡	RKT	−28%	7.04%	28,214,724	$402,059,817
≡	META	−13%	9.17%	915,674	$523,884,566
≡	BLK	−21%	9.19%	546,100	$525,189,831
≡	CRM		9.79%	2,994,509	$558,984,995
≡	AMZN	−15%	10.52%	2,884,600	$600,775,642
≡	V	+35%	12.26%	2,316,250	$700,063,400

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