ValueAct Holdings' Q1 2026 Portfolio Shifts: Focus on Tech and Consumer Stocks
ValueAct Holdings, managed by Jeffrey Ubben, saw significant changes in its top holdings during the first quarter of 2026, with notable increases in Visa and Amazon shares and reductions in several other stocks.
ValueAct Holdings, the investment firm led by Jeffrey Ubben, has released its portfolio data as of March 31, 2026. This filing provides insights into the firm's investment activities over the past quarter, showing significant shifts in its top holdings.
The firm's total portfolio value stands at approximately $5.21 billion as of this date. A detailed analysis of the top holdings reveals a mix of increased stakes, decreased positions, and the absence of new or exited positions in the disclosed list.
Among the most notable changes, ValueAct Holdings significantly increased its stake in Visa (V). The firm added over 0.5 million shares, representing a 34.8% increase from the previous quarter, boosting its portfolio allocation to 12.26%. Similarly, Amazon (AMZN) saw an increase, albeit smaller, with a reduction in the percentage decline (-15.02%) and a slight decrease in the number of shares sold off (-509,700 shares). The investment in BlackRock (BLK) experienced a substantial reduction, with a 21.42% decrease in shares and allocation, following the sale of nearly 0.15 million shares. Meta Platforms (META) also saw a significant decrease, with a 12.62% reduction in shares and allocation.
Other notable exits or reductions include Rocket Cosmetics (RKT), where ValueAct sold a large portion of its stake (-28.35% in shares), reducing its allocation to 7.04%. Toast (TOST) saw an increase, with a substantial 60.89% growth in shares purchased, lifting its allocation to 5.98%. Roblox (RBLX) experienced a slight decrease, while KKR & Co. (KKR) saw a significant increase, with a massive 171.68% jump in shares and allocation to 5.31%. MongoDB (MDB) and Simpson Manufacturing (SSD) both recorded notable decreases in their respective allocations.
For a comprehensive view of ValueAct Holdings' portfolio and detailed analysis of these holdings, readers can visit the firm's profile at https://www.insiderset.com/investor/jeffrey-ubben-valueact-holdings. Detailed information on individual stocks like Visa (V), Amazon (AMZN), BlackRock (BLK), and others can be found at their respective pages on InsiderSet.