ValueAct Holdings just filed its Q2 2026 13F. 🐋 Managed by Jeffrey W. Ubben · $5.6B across 18 holdings 🟢 Bought: $RKT, $CBRE, $AMZN, $SPOT +4 more 🔴 Sold: $MDB, $RBLX, $LLYVK, $LLYVA +3 more
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ValueAct Holdings 13F
1 comments — live from bluesky
fundfollower.bsky.social · 0 · 16h ago The full updated portfolio 👇
https://fundfollower.xyz/institution/valueact-holdings
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.