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ValueAct Holdings LP - Jeff Ubben
ValueAct Holdings LP a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
137 Followers
Portfolio Gain
+169.11%
Since Jan 2016
Sharpe Ratio
2.52
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$5.00B
Jeff Ubben manages more assets than 70% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+20.32%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
48.43% Technology
18.24% Communication Services
12.92% Consumer Cyclical
9.86% Financial
8.64% Real Estate
1.84% Healthcare
A breakdown of ValueAct Holdings LP's portfolio by sector
ValueAct Holdings LP Portfolio Activity
Illumina
Reduced
Healthcare
$116.47
($89.00-$143.93)
-12.18%
-36.87%
45.68M
0.91%
Walt Disney
New
Communication Services
$87.62
($78.73-$96.51)
+24.85%
+100.00%
459.24M
9.19%
Expedia
New
Consumer Cyclical
$124.16
($92.48-$155.84)
-10.60%
+100.00%
645.35M
12.92%
Alarm
Sold Out
Technology
$58.36
($49.70-$67.02)
+2.09%
-100.00%
0.00
0.00%
Fiserv
Reduced
Technology
$122.80
($109.11-$136.49)
+17.35%
-44.51%
556.45M
11.14%
Roblox
Not Changed
Communication Services
$37.55
($27.90-$47.20)
-21.24%
0.00%
82.30M
1.65%
Danaher
Added
Healthcare
$208.16
($182.09-$234.22)
+6.70%
+69.49%
46.27M
0.93%
Salesforce
Not Changed
Technology
$231.02
($193.68-$268.36)
+4.37%
0.00%
917.39M
18.34%
New York Times
Reduced
Communication Services
$44.63
($39.73-$49.54)
-11.41%
-50.21%
177.67M
3.54%
Seagate Tech
Reduced
Technology
$76.03
($64.12-$87.93)
+1.61%
-96.59%
22.40M
0.44%
See a list of ValueAct Holdings LP's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare ValueAct Holdings LP's performance with other Hedge Funds and the S&P 500
ValueAct Holdings LP activity FAQ
What is ValueAct Holdings LP’s portfolio gain since Jun 2013?
ValueAct Holdings LP’s portfolio gain since Jun 2013 was 169.11%.
What is ValueAct Holdings LP’s Sharpe Ratio?
ValueAct Holdings LP’s Sharpe Ratio is 2.52.
What is ValueAct Holdings LP’s portfolio value?
ValueAct Holdings LP’s portfolio value is $5.00B.
What is ValueAct Holdings LP’s average return since the fund’s last 13F filing?
ValueAct Holdings LP’s average return since the fund’s last 13F filing is 5.94%.
What was ValueAct Holdings LP’s average return in the last 12 months?
ValueAct Holdings LP’s average return in the last 12 months was 43.49%.
What was ValueAct Holdings LP’s average return in the last 3 years?
ValueAct Holdings LP’s average return in the last 3 years was 20.32%.
When was the most recent most recent 13F form submitted by ValueAct Holdings LP?
ValueAct Holdings LP's most recent 13F form was submitted on Dec 31, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Jeff Ubben Net Worth?
Jeff Ubben is Managing ValueAct Holdings LP which has a net worth of $5.00B.
TipRanks & Hedge Funds: TipRanks measures the performance of Jeff Ubben and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.