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← Jeffrey Ubben et al

Jeffrey Ubben et al's 2024Q3 portfolio

Jeffrey Ubben et al (ValueAct Holdings, L.P.) held 7 positions as of Sep 30, 2024, with the largest position at 24.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (7)

  1. 1CRMSalesforce Inc
    % port
    24.5%
    -3.8pp vs prior Qnow 9.8%
  2. 2DISWalt Disney Co/the
    % port
    16.4%
    -0.7pp vs prior Qnow 0.7%
  3. 3RBLXRoblox Corp -class A
    % port
    10.3%
    +7.8pp vs prior Qnow 5.8%
  4. 4TOSTToast Inc-class A
    % port
    10.0%
    now 6.0%
  5. 5METAMeta Platforms Inc-class A
    % port
    2.8%
    now 9.2%
  6. 6LYVLive Nation Entertainment IN
    % port
    2.5%
    now 1.7%
  7. 7VVisa Inc-class A Shares
    % port
    2.3%
    now 12.3%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.