Jeffrey Ubben's Q1 2026 Portfolio Highlights Major Increases in Visa, KKR, and Toast Holdings

ValueAct Holdings' Jeffrey Ubben saw notable changes in his portfolio as of March 31, 2026. The investor's holdings reflect a mix of increased stakes in certain companies and reductions in others.

Visa (V) stands out with a substantial increase in shares held, rising by 34.8% quarter-over-quarter, boosting its portfolio allocation to 12.26%. This significant stake increase can be explored further on InsiderSet.

KKR & Co (KKR) also saw a significant boost, with a 171.68% increase in shares, adding to its portfolio weight. Similarly, Toast (TOST) experienced a substantial share increase of 60.89%, though its allocation didn't reach the top ten holdings.

Conversely, Jeffrey Ubben reduced his stake in Amazon (AMZN), which saw a 15.02% decrease in shares and a reduction in its portfolio allocation. BlackRock (BLK) and Meta Platforms (META) also experienced significant share declines, with reductions of 21.42% and 12.62% respectively, leading to lower portfolio percentages.

Other notable changes include a decrease in Rocket Cos (RKT) shares, a small increase in Simpson Manufacturing (SSD) shares (though its allocation is small), and a slight reduction in Roblox (RBLX) shares.

For a complete view of Jeffrey Ubben's investment profile and ValueAct Holdings, visit InsiderSet.