Jeffrey Ubben

ValueAct Holdings L.P

Period:  Q3, 2024
Filed Date:  Nov 14, 2024
Reported Date:  Sep 30, 2024
No. of Stocks:  10
Portfolio Value:  3.94B
StockActivityShare Change% Change to protfolio
Q3 2024

DIS - Walt disney co

Add 21.70%74648312.770

RBLX - Roblox corp

Add 340.69%101359219.224

V - Visa inc

Buy3736002.610
Q2 2024

DIS - Walt disney co

Add 13.20%6133631-1.519

CRM - Salesforce inc

Add 12.28%3914309-1.227
Q1 2024

DIS - Walt disney co

Add 6.53%54186314.486
Flutter entmt plc
Buy4951351.721

NSIT - Insight enterprises inc

Add 0.00%45117390.828

RBLX - Roblox corp

Add 27.78%23000000.121
Q4 2023

DHR - Danaher corp

Add 69.49%2000000.340

DIS - Walt disney co

Buy50863319.192

EXPE - Expedia group inc

Buy425156812.917
Q3 2023

DHR - Danaher corp

Buy1180000.658

ILMN - Illumina inc

Buy5196101.602

RBLX - Roblox corp

Buy18000001.171