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Jeffrey Ubben

ValueAct Holdings L.P

Period:  Q4, 2024
Filed Date:  Feb 14, 2025
Reported Date:  Dec 31, 2024
No. of Stocks:  12
Portfolio Value:  4.39B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

CRM - Salesforce inc

22.078%Reduced 25.95%2.90M969.06M$334.330

DIS - Walt disney co

16.657%Reduced 12.04%6.57M731.13M$111.350

NSIT - Insight enterprises inc

14.075%4.06M617.79M$152.100

RBLX - Roblox corp

13.362%10.14M586.46M$57.860

EXPE - Expedia group inc

8.564%Reduced 22.63%2.02M375.90M$186.330

TOST - Toast, inc.

7.099%Buy8.55M311.60M$36.450

LLYVK - Liberty media corp

4.914%Add 136.92%3.17M215.67M$68.060

LYV - Live nation entertainment, inc.

3.132%Add 4.61%1.06M137.46M$129.500

META - Meta platforms inc

2.821%211.5K123.84M$585.510

V - Visa inc

2.690%373.6K118.07M$316.040

AMZN - Amazon.com inc

2.684%Buy536.9K117.79M$219.390

LLYVA - Liberty media corp

1.924%Add 88.81%1.27M84.43M$66.560