ValueAct Holdings' Jeffrey Ubben Portfolio Snapshot: Top Holdings & Recent Changes
A snapshot of ValueAct Holdings' Jeffrey Ubben's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions.
ValueAct Holdings' Jeffrey Ubben's portfolio, valued at approximately $5.21 billion as of March 31, 2026, is dominated by technology and financial services stocks. His largest position remains Visa Inc (V), accounting for 12.26% of the total value, with a significant increase in shares held during the prior period.
Amazon.com Inc (AMZN) and BlackRock Inc (BLK) round out the top three holdings by allocation, with allocations of 10.52% and 9.19% respectively. However, Ubben has reduced his stake in BlackRock, while his position in Amazon has decreased slightly.
MongoDB Inc (MDB) and Simpson Manufacturing Inc (SSD) saw reductions in their respective holdings, indicating divestment activities by Ubben during the period.
Jeffrey Ubben's portfolio includes significant stakes in several prominent companies. For a detailed view of his investment strategy and holdings, visit the ValueAct Holdings investor profile.
Visa Inc (V), the largest holding, saw a substantial increase in shares held, growing by 34.8%. This significant stake can be explored further at Visa Inc (V).
Amazon.com Inc (AMZN) allocation decreased from prior period levels, while BlackRock Inc (BLK) also saw a reduction in shares held by 21.42%. Details on these holdings are available at Amazon.com Inc (AMZN) and BlackRock Inc (BLK).
MongoDB Inc (MDB) experienced a reduction in shares held by 26.23%, while Simpson Manufacturing Inc (SSD) saw a small decrease. More information can be found at MongoDB Inc (MDB) and Simpson Manufacturing Inc (SSD).
Other notable holdings include Meta Platforms Inc (META), Rocket Cos Inc (RKT), and KKR & Co Inc (KKR). Ubben significantly increased his stake in KKR, adding over 1.7 million shares, representing a 171.68% increase. His position in Rocket Cos also saw substantial growth, though its portfolio allocation decreased due to overall portfolio growth. Meta and Roblox Corp (RBLX) also saw increases in their holdings. Detailed information on these holdings is available at Meta Platforms Inc (META), Rocket Cos Inc (RKT), and KKR & Co Inc (KKR) and Roblox Corp (RBLX).