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← Jeffrey Ubben et al

Jeffrey Ubben et al's 2025Q1 portfolio

Jeffrey Ubben et al (ValueAct Holdings, L.P.) held 9 positions as of Mar 31, 2025, with the largest position at 17.0% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (9)

  1. 1CRMSalesforce Inc
    % port
    17.0%
    -5.1pp vs prior Qnow 9.8%
  2. 2DISWalt Disney Co/the
    % port
    14.1%
    -2.5pp vs prior Qnow 0.7%
  3. 3METAMeta Platforms Inc-class A
    % port
    12.8%
    +9.9pp vs prior Qnow 9.2%
  4. 4RBLXRoblox Corp -class A
    % port
    11.2%
    -2.2pp vs prior Qnow 5.8%
  5. 5VVisa Inc-class A Shares
    % port
    10.0%
    +7.4pp vs prior Qnow 12.3%
  6. 6LYVLive Nation Entertainment IN
    % port
    2.5%
    -0.6pp vs prior Qnow 1.7%
  7. 7AMZNAmazon.com Inc
    % port
    2.3%
    -0.3pp vs prior Qnow 10.5%
  8. 8TOSTToast Inc-class A
    % port
    1.9%
    -5.2pp vs prior Qnow 6.0%
  9. 9RKTRocket Cos Inc-class A
    % port
    1.8%
    now 7.0%

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.