ValueAct Holdings Jeff Ubben
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $4.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CRM
|
Salesforce.Com Inc | 969.1M 22.07% | 2.9M | -1.0M ↓25.95% | |
|
DIS
|
Walt Disney Co (The) | 731.1M 16.65% | 6.6M | -898.8K ↓12.04% | |
|
NSIT
|
Insight Enterprises Inc. | 617.8M 14.07% | 4.1M | = | |
|
RBLX
|
Roblox Corporation - Class A | 586.5M 13.36% | 10.1M | = | |
|
EXPE
|
Expedia Group Inc | 375.9M 8.56% | 2.0M | -590.2K ↓22.63% | |
|
TOST
|
Toast Inc - Class A | 311.6M 7.09% | 8.5M | -6.9M ↓44.78% | |
|
LYV
|
Live Nation Entertainment Inc | 137.5M 3.13% | 1.1M | +46.8K ↑4.61% | |
|
FB
|
Meta Platforms Inc - Class A | 123.8M 2.82% | 211.5K | = | |
|
V
|
Visa Inc - Class A | 118.1M 2.69% | 373.6K | = | |
|
AMZN
|
Amazon.com Inc. | 117.8M 2.68% | 536.9K | +536.9K Newly Added |