Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,884,600 10.52 Reduce 15.02% 1.67 $196.00–248.94 · VW $220.27i $600,775,642 SEC
2025   Q4 3,394,300 11.15 Reduce 3.03% 0.39 $211.03–258.60 · VW $234.02i $783,472,326 SEC
2025   Q3 3,500,500 12.96 Reduce 9.61% 1.46 $211.42–238.85 · VW $226.37i $768,604,785 SEC
2025   Q2 3,872,500 15.17 Add 587.71% 12.96 $161.38–223.82 · VW $196.80i $849,587,775 SEC
2025   Q1 563,100 2.34 Add 4.88% 0.11 $184.40–242.52 · VW $213.55i $107,135,406 SEC
2024   Q4 536,900 2.68 Buy 2.68 $180.25–233.00 · VW $204.97i $117,790,491 SEC
Price snapshot:
Current price$247.31
Avg. buy price$219.19
+/- since buy12.83%
52-week low$196.00
52-week high$278.56