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Jeffrey Ubben 13F portfolio summary

Jeffrey Ubben of VALUEACT HOLDINGS, L.P. has 18 current stock holdings with a reported portfolio value of $5.71B. The portfolio 1 year return is +1.58%. Top holdings include V (12.26%), AMZN (10.52%), CRM (9.79%), BLK (9.19%), META (9.17%).

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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 496 among the investors we track. The portfolio is valued at approximately $5.71B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Jeffrey Ubben ranks #55 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is LLYVK (LIBERTY LIVE HOLDINGS INC) with returns of +13.17% from their average buy price, held for approximately 2.0 quarters. Over the past year, Jeffrey Ubben's portfolio at VALUEACT HOLDINGS, L.P. has delivered returns of +1.58%. Their 3-year annualized return is +52.59%. Looking at the 5-year horizon, Jeffrey Ubben has achieved +48.72% annualized returns at VALUEACT HOLDINGS, L.P..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+1.58%
#71/75
3 Year
+52.59%
#52/75
5 Year
+48.72%
#49/75

Portfolio Value

$5.71B

Alpha Score

33.9

#55 of 75

Holdings

18

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change