Jeffrey Ubben - ValueAct Holdings Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 14 | |
| Portfolio Value | $4.58B |
Portfolio Overview
Comprehensive analysis of Jeffrey Ubben's investment portfolio
13
Total Holdings
$4.6B
Portfolio Value
Mar 31, 2025
Latest Filing
17.0%
Largest Position
Top Holdings
1
CRM
SALESFORCE INC
$777.8M
17.0%
2
DIS
DISNEY WALT CO
$648.1M
14.1%
3
NSIT
INSIGHT ENTERPRISES INC
$609.2M
13.3%
4
META
META PLATFORMS INC
$584.9M
12.8%
↑+3.8%
5
RBLX
ROBLOX CORP
$510.9M
11.2%
↓-0.1%
Recent Activity
AMZN
Amazon.com, Inc.
-563,100
Jun 30, 2025
LYV
Live Nation Entertainment, Inc.
-885,266
Jun 30, 2025
META
Meta Platforms, Inc.
-1,014,874
Jun 30, 2025