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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
Stock% of portfoliioActivitySharesValueRecent Price
Amazon com inc
12.962%Reduced 9.61%3.50M768.60M$219.570
Salesforce inc
11.585%2.90M686.95M$237.000
Roblox corp
10.006%Reduced 9.48%4.28M593.31M$138.520
Meta platforms inc
9.520%Add 23.31%768.674K564.50M$734.380
Visa inc
9.015%Add 25.78%1.57M534.55M$341.380
Disney walt co
8.481%Reduced 13.67%4.39M502.88M$114.500
Rocket cos inc
8.300%Add 67.90%25.40M492.17M$19.380
Mongodb inc
6.193%Add 206.76%2.12M367.19M$173.351
Liberty media corp del
5.750%Reduced 11.92%3.52M340.94M$96.970
Insight enterprises inc
4.345%Reduced 20.62%2.27M257.64M$113.410
Simpson mfg inc
3.411%Reduced 14.09%1.21M202.28M$167.460
Mr cooper group inc
3.216%904.8K190.72M$210.790
Liberty media corp del
2.735%Reduced 3.02%1.72M162.15M$94.300
Toast inc
2.092%Buy3.40M124.03M$36.510
Live nation entertainment in
1.766%Reduced 27.61%640.866K104.72M$163.400
Cbre group inc
0.623%Reduced 60.20%234.591K36.96M$157.560