ValueAct第三季度投资动态：新建Meta和Visa持仓，退出KKR和Spotify

华尔街洞察11-15

根据ValueAct Holdings最新发布的13F文件显示，该对冲基金在2024年第三季度新增了Meta平台公司（NASDAQ: META）、Visa和Live Nation娱乐公司（NYSE: LYV）的持仓，分别为21.2万股、37.4万股和101万股。

新增与退出持仓

ValueAct在第三季度中大举投资科技和支付领域，增加了对Meta和Visa的持仓。同时，该公司退出了对纽约时报（NYSE: NYT）、KKR（NYSE: KKR）、Spotify（NYSE: SPOT）和Fiserv（NYSE: FI）的持股。

增持与减持情况

ValueAct还增持了在线游戏平台公司Roblox（NYSE: RBLX），持仓从230万股增加至1014万股；同时，对迪士尼（NYSE: DIS）的持仓从613万股提升至746万股。而在旅游领域，ValueAct则减持了Expedia集团（NASDAQ: EXPE），持股从341万股降至261万股。

ValueAct的最新投资布局显示了其对科技和娱乐领域的偏好，同时适度调整了在传统媒体和金融服务公司的持仓。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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