Jeffrey Ubben Holdings Activity
ValueAct Holdings Portfolio 13F
ValueAct Holdings has disclosed a total of 11 changes to the portfolio in the latest (2023 Q3) SEC report(s): bought 4 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).
What stocks is Jeffrey Ubben buying now?
In the recent quarter Jeffrey Ubben has purchased 4 securities: (ILMN) ILLUMINA INC (new buy), (RBLX) ROBLOX CORP -CLASS A (new buy), (ALRM) ALARMCOM HOLDINGS INC (new buy) and (DHR) DANAHER CORP (new buy).
What does Jeffrey Ubben invest in?
Jeffrey Ubben's top 5 holdings (by % of portfolio) are (FISV) FISERV INC (19.15%), (CRM) SALESFORCECOM INC (15.88%), (KKR) KKR & CO INC (15.8%), (NSIT) INSIGHT ENTERPRISES INC (14.75%) and (STX) SEAGATE TECHNOLOGY HOLDINGS (11.39%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.