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← Jeffrey Ubben et al

Jeffrey Ubben et al's 2024Q4 portfolio

Jeffrey Ubben et al (ValueAct Holdings, L.P.) held 8 positions as of Dec 31, 2024, with the largest position at 22.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (8)

  1. 1CRMSalesforce Inc
    % port
    22.1%
    -2.4pp vs prior Qnow 9.8%
  2. 2DISWalt Disney Co/the
    % port
    16.7%
    +0.2pp vs prior Qnow 0.7%
  3. 3RBLXRoblox Corp -class A
    % port
    13.4%
    +3.1pp vs prior Qnow 5.8%
  4. 4TOSTToast Inc-class A
    % port
    7.1%
    -2.9pp vs prior Qnow 6.0%
  5. 5LYVLive Nation Entertainment IN
    % port
    3.1%
    +0.6pp vs prior Qnow 1.7%
  6. 6METAMeta Platforms Inc-class A
    % port
    2.8%
    now 9.2%
  7. 7VVisa Inc-class A Shares
    % port
    2.7%
    +0.3pp vs prior Qnow 12.3%
  8. 8AMZNAmazon.com Inc
    % port
    2.7%
    now 10.5%

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.