Reviewed by Gotrade Internal Analyst
Jeffrey Ubben is a heavyweight in the Activist Investing arena, but he plays the game with a velvet glove. Unlike the corporate raiders who love a public brawl, Ubben is known for his constructive style, preferring to fix companies from the boardroom rather than the headlines.
is current book shows he is absolutely "all-in" on the digital infrastructure of tomorrow. He’s heavily loaded on tech juggernauts Amazon (AMZN) and Salesforce (CRM) as his portfolio anchors.
But the real spice comes from his massive conviction in the next generation of social platforms, with huge bags in Roblox (RBLX) and Meta Platforms (META). ValueAct isn't just buying stocks; they are betting on the operating systems of the internet economy.
Data Snapshot
- Portfolio Value: ~$5.93 Billion (Estimated Reported Value)
- Top 5 Assets:
- Amazon.com Inc (AMZN) — 12.96%
- Salesforce.com Inc (CRM) — 11.59%
- Roblox Corp (RBLX) — 10.01%
- Meta Platforms Inc (META) — 9.52%
- Visa Inc (V) — 9.02%
- Top Sector: Technology (Software & Internet) & Communication Services
Portfolio
Update at 31 Desember 2025, from Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| AMZN | AMAZONCOM INC | 12.96% | 3,500,500 | $219.57 | 🟢 5.78% ($232.26) | $768,604,785 |
| CBRE | CBRE GROUP INC - A | 0.62% | 234,591 | $157.56 | 🟢 4.23% ($164.23) | $36,962,158 |
| NSIT | INSIGHT ENTERPRISES INC | 4.35% | 2,271,739 | $113.41 | 🔴 26.62% ($83.22) | $257,637,920 |
| LLYVA | LIBERTY MEDIA CORP-LIBERTY-A | 2.73% | 1,719,548 | $94.30 | - | $162,153,376 |
| LLYVK | LIBERTY MEDIA CORP-LIBERTY-C | 5.75% | 3,515,888 | $96.97 | - | $340,935,659 |
| LYV | LIVE NATION ENTERTAINMENT IN | 1.77% | 640,866 | $163.40 | 🔴 11.44% ($144.70) | $104,717,504 |
| META | META PLATFORMS INC-CLASS A | 9.52% | 768,674 | $734.38 | 🔴 10.27% ($658.96) | $564,498,812 |
| MDB | MONGODB INC | 6.19% | 2,118,200 | $173.35 | 🟢 144.46% ($423.78) | $367,192,777 |
| COOP | MR COOPER GROUP INC | 3.22% | 904,800 | $210.79 | - | $190,722,792 |
| RBLX | ROBLOX CORP -CLASS A | 10.01% | 4,283,221 | $138.52 | 🔴 41.17% ($81.49) | $593,311,773 |
| RKT | ROCKET COS INC-CLASS A | 8.30% | 25,395,627 | $19.38 | 🟢 0.21% ($19.42) | $492,167,251 |
| CRM | SALESFORCECOM INC | 11.59% | 2,898,509 | $237.00 | 🟢 12.54% ($266.71) | $686,946,633 |
| SSD | SIMPSON MANUFACTURING CO INC | 3.41% | 1,207,942 | $167.46 | 🔴 0.93% ($165.90) | $202,281,967 |
| TOST | TOAST INC-CLASS A | 2.09% | 3,397,200 | $36.51 | 🟢 0.11% ($36.55) | $124,031,772 |
| V | VISA INC-CLASS A SHARES | 9.02% | 1,565,850 | $341.38 | 🟢 3.98% ($354.96) | $534,549,873 |
| DIS | WALT DISNEY CO/THE | 8.48% | 4,391,931 | $114.50 | 🔴 0.29% ($114.17) | $502,876,100 |
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Update at 31 Desember 2025, from Valuesider
