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Jeffrey Ubben

ValueAct Holdings L.P

Period:  Q1, 2026
Filed Date:  May 15, 2026
Reported Date:  Mar 31, 2026
No. of Stocks:  18
Portfolio Value:  5.71B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

V - Visa inc

12.255%Add 34.80%2.32M700.06M$302.240

AMZN - Amazon.com inc

10.517%Reduced 15.02%2.88M600.78M$208.270

CRM - Salesforce inc

9.785%2.99M558.98M$186.670
Blackrock inc
9.194%Reduced 21.42%546.1K525.19M$961.710

META - Meta platforms inc

9.171%Reduced 12.62%915.674K523.88M$572.130

RKT - Rocket companies, inc.

7.038%Reduced 28.35%28.21M402.06M$14.250

TOST - Toast, inc.

5.984%Add 60.89%12.90M341.86M$26.510
Liberty live holdings inc
5.867%Reduced 1.19%3.56M335.15M$94.110

RBLX - Roblox corp

5.791%Reduced 2.13%5.85M330.80M$56.560

KKR - Kkr & co inc

5.311%Buy3.28M303.37M$92.500

MDB - Mongodb, inc.

4.447%Reduced 26.23%1.04M254.02M$244.770

SSD - Simpson manufacturing co inc

4.200%Reduced 5.03%1.40M239.93M$171.620

SPOT - Spotify technology sa

3.043%Buy358.5K173.84M$484.910
Liberty live holdings inc
2.851%Reduced 1.24%1.78M162.85M$91.640

LYV - Live nation entertainment, inc.

1.668%Reduced 24.10%624.666K95.27M$152.510

WIX - Wix.com ltd

1.647%Buy1.10M94.07M$85.566

DIS - Walt disney co

0.675%Reduced 87.00%400.231K38.57M$96.380

CBRE - Cbre group inc

0.556%234.591K31.78M$135.460