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ValueAct Capital's Strategic Moves: A Deep Dive into Amazon.com Inc's 12.96% Portfolio Impact
ByAinvest
Friday, Aug 15, 2025 4:58 pm ET1min read
ValueAct Capital's Q2 2025 13F filing reveals six new buys, with Simpson Manufacturing Co Inc being the largest addition. The firm also increased its stake in Amazon.com Inc by 587.71%, resulting in a 12.96% portfolio impact. ValueAct reduced its position in Roblox Corp by 46.01% and exited two holdings, Toast Inc and Nu Holdings Ltd.
ValueAct Capital (Trades, Portfolio), an established investment firm with a long-term focus, has released its second-quarter 2025 13F filing, offering insights into its strategic investment decisions. The filing reveals six new additions to the portfolio, with Simpson Manufacturing Co Inc (SSD) being the largest, totaling 1,406,105 shares and accounting for 3.9% of the portfolio [1].Among the new additions, MongoDB Inc (MDB) and Mr. Cooper Group Inc (COOP) also gained significant attention, with 690,500 shares and 904,800 shares respectively, representing approximately 2.59% and 2.41% of the portfolio [1].
The filing also highlights key position increases, with Amazon.com Inc (AMZN) being the most notable. ValueAct increased its stake by 3,309,400 shares, bringing the total to 3,872,500 shares, representing a 587.71% increase and a 12.96% impact on the portfolio [1]. Rocket Companies Inc (RKT) also saw a substantial increase, with an additional 8,397,100 shares, bringing the total to 15,125,609 shares [1].
In terms of sold holdings, ValueAct completely exited Toast Inc (TOST) and Nu Holdings Ltd (NU), resulting in a -1.88% and -0.76% impact on the portfolio, respectively [1].
Additionally, ValueAct reduced its position in Roblox Corp (RBLX) by 4,032,900 shares, resulting in a -46.01% decrease in shares and a -5.13% impact on the portfolio [1]. The firm also reduced its position in Meta Platforms Inc (META) by 391,500 shares, resulting in a -38.58% reduction in shares and a -4.93% impact on the portfolio [1].
As of the second quarter of 2025, ValueAct's portfolio included 18 stocks, with Amazon.com Inc (AMZN) being the top holding at 15.17% [1]. The portfolio is primarily concentrated in six industries: Communication Services, Technology, Consumer Cyclical, Financial Services, Basic Materials, and Real Estate [1].
References:
[1] https://www.gurufocus.com/news/3064775/valueact-capitals-strategic-moves-a-deep-dive-into-amazoncom-incs-1296-portfolio-impact
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