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Jeffrey Ubben
VALUEACT HOLDINGS, L.P.
Latest filing: 2026-03-31
Jeffrey Ubben runs VALUEACT HOLDINGS, L.P. and currently holds 18 stock positions, which is fewer than the average of 235 among the investors we track. The portfolio is valued at approximately $5.71B. Their top holdings are V, AMZN, CRM, BLK, META. The top five represent 50.9% of reported portfolio weight. Jeffrey Ubben ranks #779 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Jeffrey Ubben initiated 3 new positions. They added to 2 existing positions. They trimmed 11 positions. Their current best-performing preview position is LLYVK with returns of +13.17%.
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18 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 V VISA INC | 12.26% | $325.22 | $368.15 | +13.20% | Added +34.80% |
 AMZN AMAZON COM INC | 10.52% | $219.19 | $229.54 | +4.72% | Trimmed -15.02% |
 CRM SALESFORCE INC | 9.79% | $198.53 | $185.33 | -6.65% | Held |
 BLK BLACKROCK INC | 9.19% | $1,070.34 | $1,099.84 | +2.76% | Trimmed -21.42% |
 META META PLATFORMS INC | 9.17% | $620.10 | $591.00 | -4.69% | Trimmed -12.62% |
 RKT ROCKET COS INC | 7.04% | $17.02 | $13.77 | -19.12% | Trimmed -28.35% |
 TOST TOAST INC | 5.98% | $32.37 | $32.55 | +0.56% | Added +60.89% |
 LLYVK LIBERTY LIVE HOLDINGS INC | 5.87% | $83.16 | $102.84 | +23.66% | Trimmed -1.19% |
 RBLX ROBLOX CORP | 5.79% | $52.50 | $49.68 | -5.37% | Trimmed -2.13% |
 KKR KKR & CO INC | 5.31% | $92.50 | $99.58 | +7.65% | New Buy |
Showing 1-10 of 18