0 ValueAct Holdings just filed its Q2 2026 13F. š Managed by Jeffrey W. Ubben Ā· $5.6B across 18 holdings š¢ Bought: $RKT, $CBRE, $AMZN, $SPOT +4 more š“ Sold: $MDB, $RBLX, $LLYVK, $LLYVA +3 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$amzn#$cbre#$llyva
0 SRS Investment Management just filed its Q2 2026 13F. š Managed by Karthik Sarma Ā· $10.8B across 33 holdings š¢ Bought: $CRDO, $COHR, $RBLX, $FRMI +18 more š“ Sold: $AMD, $ABNB, $TPR, $NVDA +7 more 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$abnb#$amd#$cohr
