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← Jeffrey Ubben et al

Jeffrey Ubben et al's 2025Q2 portfolio

Jeffrey Ubben et al (ValueAct Holdings, L.P.) held 11 positions as of Jun 30, 2025, with the largest position at 15.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (11)

  1. 1AMZNAmazon.com Inc
    % port
    15.2%
    +12.8pp vs prior Qnow 10.5%
  2. 2CRMSalesforce Inc
    % port
    14.1%
    -2.9pp vs prior Qnow 9.8%
  3. 3DISWalt Disney Co/the
    % port
    11.3%
    -2.9pp vs prior Qnow 0.7%
  4. 4RBLXRoblox Corp -class A
    % port
    8.9%
    -2.3pp vs prior Qnow 5.8%
  5. 5METAMeta Platforms Inc-class A
    % port
    8.2%
    -4.5pp vs prior Qnow 9.2%
  6. 6VVisa Inc-class A Shares
    % port
    7.9%
    -2.1pp vs prior Qnow 12.3%
  7. 7SSDSimpson Manufacturing CO Inc
    % port
    3.9%
    now 4.2%
  8. 8RKTRocket Cos Inc-class A
    % port
    3.8%
    +2.1pp vs prior Qnow 7.0%
  9. 9MDBMongodb Inc
    % port
    2.6%
    now 4.4%
  10. 10LYVLive Nation Entertainment IN
    % port
    2.4%
    -0.1pp vs prior Qnow 1.7%
  11. 11CBRECbre Group Inc - A
    % port
    1.5%
    now 0.6%

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.