What Jeffrey Ubben et al bought and sold in Q2 2026
In Q2 2026, Jeffrey Ubben et al (ValueAct Holdings, L.P.) exited 18 (V, AMZN, CRM).
0New0Added0Trimmed18Exited
Exited (18)
- VVisa Inc-class A Shareswas 12.3% of book
- AMZNAmazon.com Incwas 10.5% of book
- CRMSalesforce Incwas 9.8% of book
- BLKBlackrock Incwas 9.2% of book
- METAMeta Platforms Inc-class Awas 9.2% of book
- RKTRocket Cos Inc-class Awas 7.0% of book
- TOSTToast Inc-class Awas 6.0% of book
- LLYVKLiberty Live Holdings-cwas 5.9% of book
- RBLXRoblox Corp -class Awas 5.8% of book
- KKRKkr & CO Incwas 5.3% of book
- MDBMongodb Incwas 4.4% of book
- SSDSimpson Manufacturing CO Incwas 4.2% of book
- SPOTSpotify Technology S Awas 3.0% of book
- LLYVALiberty Live Holdings-awas 2.9% of book
- LYVLive Nation Entertainment INwas 1.7% of book
- WIXWix Com Ltdwas 1.6% of book
- DISWalt Disney Co/thewas 0.7% of book
- CBRECbre Group Inc - Awas 0.6% of book
Jeffrey Ubben et al's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.