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Hedge Funds Similar to ValueAct ,

13F Portfolio OverlapQ1 2026ValueAct , portfolio →
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Most similar hedge funds by 13F overlap

ValueAct Holdings, L.P. is an institutional investor managing $5.7B across 18 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ValueAct , are Montaka Global Pty Ltd, DAHRING {-} CUSMANO, Triavera, with shared positions in $KKR, $CRM, $MDB, $SPOT, $RBLX, $RKT. The full ranking of 25 similar funds is below.

#1Montaka Global Pty LtdActive
Notable overlap · 4 shared positions
$KKR$CRM$MDB$SPOT
$167M
21 positions
#2DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$CRM$RBLX$KKR
$163M
58 positions
#3Triavera Capital LLCActive
Notable overlap · 4 shared positions
$RKT$KKR$DIS$CBRE
$167M
16 positions
#4SOMA EQUITY PARTNERS LPActive
Notable overlap · 3 shared positions
$RBLX$RKT$SPOT
$1.4B
20 positions
#5GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$TOST$RBLX$MDB
$209M
42 positions
#6Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$KKR$SPOT$RKT
$1.0B
16 positions
#7Mascagni Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$RBLX$CRM$KKR
$140M
127 positions
#8XN LPActive
Notable overlap · 3 shared positions
$TOST$SPOT$CBRE
$2.7B
23 positions
#9Delta Global Management LPPassive
Notable overlap · 6 shared positions
$SPOT$TOST$RKT$MDB$KKR$CBRE
$1.2B
154 positions
#10Zuckerman Investment Group, LLCActive
Some overlap · 3 shared positions
$CRM$KKR$DIS
$1.1B
135 positions
#11Emmett Investment Management, LPPassive
Some overlap · 3 shared positions
$LLYVA$SPOT$CBRE
$131M
24 positions
#12TREMBLANT CAPITAL GROUPActive
Some overlap · 3 shared positions
$SPOT$MDB$LYV
$3.1B
57 positions
#13Atreides Management, LPActive
Some overlap · 3 shared positions
$RBLX$RKT$WIX
$5.0B
54 positions
#14SRS Investment Management, LLCSmart money
Some overlap · 3 shared positions
$RBLX$MDB$SPOT
$9.5B
29 positions
#15MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$SPOT$TOST$LYV
$971M
57 positions
#16Western Pacific Wealth Management, LPActive
Some overlap · 3 shared positions
$KKR$CRM$CBRE
$98M
197 positions
#17Cander Asset Management LPActive
Some overlap · 3 shared positions
$TOST$KKR$RKT
$557M
43 positions
#18Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$CRM$SPOT$DIS
$102M
56 positions
#19Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$RBLX$MDB$TOST
$550M
74 positions
#20ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 3 shared positions
$CRM$DIS$SPOT
$3.5B
162 positions
#21DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$CRM$LYV$DIS
$1.6B
64 positions
#22Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$RBLX$TOST$SPOT
$7.1B
186 positions
#23Durable Capital Partners LPActive
Some overlap · 3 shared positions
$RKT$WIX$RBLX
$9.7B
37 positions
#24Sculptor Capital LPPassive
Some overlap · 3 shared positions
$LLYVA$LYV$SPOT
$9.6B
363 positions
#25Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$RKT$KKR$DIS
$3.8B
97 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.