J
Jeffrey Ubben
ValueAct Holdings, L.P. · Holdings as of Mar 31, 2025, filed by May 16, 2025 · US long stock positions only
Boardroom activist
Reported value
$5B
14 positions shown
Copycat since 2016
3.04x
11% per year
vs SPY
behind
SPY 3.57x same window
Top position
CRM
17% of book
Copying these filings vs SPY $1 at every deadline since 2016
SPY 3.57x
Jeffrey Ubben 3.04x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
The book tile = share of the filed book · tap a tile for the ticker · Mar 2025
Symbol Value % of book vs prior quarter
CRM $778M
17%
unchanged
DIS $648M
14%
unchanged
NSIT $609M
13%
unchanged
META $585M
13%
added
RBLX $511M
11%
trimmed
V $460M
10%
added
unlisted $266M
6%
added
EXPE $188M
4%
trimmed
LYV $116M
3%
trimmed
unlisted $112M
2%
added
AMZN $107M
2%
added
TOST $86M
2%
trimmed
RKT $81M
2%
new
NU $35M
1%
new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.