13f Filing
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Jeffrey Ubben
ValueAct Holdings L.P
Period:
Q3, 2025
Filed Date:
Nov 14, 2025
Reported Date:
Sep 30, 2025
No. of Stocks:
16
Portfolio Value:
5.93B
SEC Reference
Holding
Activity
All
Buy
Sell
Stock
Activity
Share Change
% Change to protfolio
Q3 2025
Meta platforms inc
Add 23.31%
768674
1.761
Mongodb inc
Add 206.76%
2118200
3.747
Rocket cos inc
Add 67.90%
25395627
4.683
Toast inc
Buy
3397200
2.092
Visa inc
Add 25.78%
1565850
1.560
Q2 2025
AMZN - Amazon.com inc
Add 587.71%
3872500
13.260
CBRE - Cbre group inc
Buy
589391
1.475
CCCS - Ccc intelligent solutions holdings inc
Buy
2881800
0.484
LLYVA - Liberty media corp
Add 6.90%
1773148
0.525
LLYVK - Liberty media corp
Add 2.25%
3991888
1.035
MDB - Mongodb, inc.
Buy
690500
2.590
COOP - Mr cooper group inc
Buy
904800
2.411
RDFN - Redfin corp
Buy
5805600
1.160
RKT - Rocket companies, inc.
Add 124.80%
15125609
2.380
SSD - Simpson manufacturing co inc
Buy
1406105
3.900
Q1 2025
AMZN - Amazon.com inc
Add 4.88%
563100
-0.233
LLYVA - Liberty media corp
Add 30.76%
1658648
0.591
LLYVK - Liberty media corp
Add 23.20%
3903888
1.099
META - Meta platforms inc
Add 379.85%
1014874
10.064
NU - Nu holdings ltd
Buy
3416200
0.764
RKT - Rocket companies, inc.
Buy
6728509
1.773
V - Visa inc
Add 251.43%
1312950
7.466
Q4 2024
AMZN - Amazon.com inc
Buy
536900
2.684
LLYVA - Liberty media corp
Add 88.81%
1268448
1.166
LLYVK - Liberty media corp
Add 136.92%
3168788
3.349
LYV - Live nation entertainment, inc.
Add 4.61%
1061466
0.601
TOST - Toast, inc.
Buy
8548600
7.099
Q3 2024
DIS - Walt disney co
Add 21.70%
7464831
2.770
LLYVA - Liberty media corp
Buy
671800
0.845
LLYVK - Liberty media corp
Buy
1337500
1.744
LYV - Live nation entertainment, inc.
Buy
1014650
2.823
META - Meta platforms inc
Buy
211500
3.076
RBLX - Roblox corp
Add 340.69%
10135921
9.224
V - Visa inc
Buy
373600
2.610
Q2 2024
DIS - Walt disney co
Add 13.20%
6133631
-1.519
CRM - Salesforce inc
Add 12.28%
3914309
-1.227
Q1 2024
DIS - Walt disney co
Add 6.53%
5418631
4.486
Flutter entmt plc
Buy
495135
1.721
NSIT - Insight enterprises inc
Add 0.00%
4511739
0.828
RBLX - Roblox corp
Add 27.78%
2300000
0.121
Q4 2023
DHR - Danaher corp
Add 69.49%
200000
0.340
DIS - Walt disney co
Buy
5086331
9.192
EXPE - Expedia group inc
Buy
4251568
12.917
PAYC - Paycom software inc
Buy
608000
2.516
Q3 2023
ALRM - Alarm.com holdings inc
Buy
585400
0.804
DHR - Danaher corp
Buy
118000
0.658
ILMN - Illumina inc
Buy
519610
1.602
RBLX - Roblox corp
Buy
1800000
1.171