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← Jeffrey Ubben et al

Jeffrey Ubben et al's 2025Q4 portfolio

Jeffrey Ubben et al (ValueAct Holdings, L.P.) held 15 positions as of Dec 31, 2025, with the largest position at 11.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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, 2025 (15)

  1. 1CRMSalesforce Inc
    % port
    11.3%
    -0.3pp vs prior Qnow 9.8%
  2. 2AMZNAmazon.com Inc
    % port
    11.2%
    -1.8pp vs prior Qnow 10.5%
  3. 3RKTRocket Cos Inc-class A
    % port
    10.9%
    +2.6pp vs prior Qnow 7.0%
  4. 4BLKBlackrock Inc
    % port
    10.6%
    now 9.2%
  5. 5METAMeta Platforms Inc-class A
    % port
    9.8%
    +0.3pp vs prior Qnow 9.2%
  6. 6VVisa Inc-class A Shares
    % port
    8.6%
    -0.4pp vs prior Qnow 12.3%
  7. 7MDBMongodb Inc
    % port
    8.4%
    +2.2pp vs prior Qnow 4.4%
  8. 8RBLXRoblox Corp -class A
    % port
    6.9%
    -3.1pp vs prior Qnow 5.8%
  9. 9DISWalt Disney Co/the
    % port
    5.0%
    -3.5pp vs prior Qnow 0.7%
  10. 10LLYVKLiberty Live Holdings-c
    % port
    4.3%
    now 5.9%
  11. 11TOSTToast Inc-class A
    % port
    4.1%
    +2.0pp vs prior Qnow 6.0%
  12. 12SSDSimpson Manufacturing CO Inc
    % port
    3.4%
    now 4.2%
  13. 13LLYVALiberty Live Holdings-a
    % port
    2.1%
    now 2.9%
  14. 14LYVLive Nation Entertainment IN
    % port
    1.7%
  15. 15CBRECbre Group Inc - A
    % port
    0.5%

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.