Jeffrey Ubben's ValueAct Holdings Portfolio Shows Significant Shifts in Top Holdings

As of March 31, 2026, Jeffrey Ubben's ValueAct Holdings portfolio, managed by the investment firm, showed considerable shifts in its top holdings during the quarter. The analysis of the portfolio's composition highlights several key trends in stock allocation and share movements.

Among the most significant changes was the substantial increase in shares of KKR & Co Inc (KKR). The position saw a remarkable 171.68% increase in shares during the quarter, reflecting a strong strategic move by the firm. Similarly, ROCKET COS Inc (RKT) experienced a significant boost, with a 28.35% increase in shares, indicating growing confidence in this financial services company.

On the other hand, ValueAct Holdings reduced its position in AMAZON COM Inc (AMZN) considerably, with a 15.02% decrease in shares and a corresponding reduction in its portfolio allocation. The firm also scaled back its investment in BLACKROCK INC (BLK), which saw a 21.42% decline in shares and a drop in its portfolio weighting.

Other notable changes included a decrease in META PLATFORMS Inc (META) shares, a reduction in MONGODB INC (MDB) allocation, and a slight decrease in ROBLOX CORP (RBLX) holdings. Meanwhile, the firm increased its stake in TOAST INC (TOST) and VISA INC (V), both showing positive growth in shares and portfolio percentage.

For a detailed view of Jeffrey Ubben's investment strategy and portfolio performance, visit the investor profile at https://www.insiderset.com/investor/jeffrey-ubben-valueact-holdings. You can explore each stock's performance and company details by visiting their respective pages, such as KKR & Co Inc, AMAZON COM INC, and others listed in the portfolio.