Valueact 增持 Meta 和 Visa,减持亚马逊和迪士尼

投资观察
Nov 20, 2025

11月14日 - Valueact: *Valueact 在 Meta 的持股份额提高23.3%,增至768,700股A类股票 - 根据SEC文件*Valueact 在迪士尼的持股份额减少13.7%,降至440万股*Valueact 在 Roblox 的持股份额减少9.5%,降至430万股A类股票*Valueact 在 Visa 的持股份额增加25.8%,增至160万股A类股票 - 根据SEC文件*Valueact 在亚马逊的持股份额减少9.6%,降至350万股*Valueact 在 MongoDB 的持股份额增至210万股A类股票*Valueact 解散在 Expedia 的持股份额*Valueact 在 Rocket Companies 的持股份额增加67.9%,增至2540万股A类股票*Valueact 表示,以上持股的变动截至2025年9月30日,并与截至2025年6月30日的上个季度进行比较。

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