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  Visa Inc. (V)
← All V superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,316,250 12.26 Add 34.80% 3.17 $294.32–358.62 · VW $320.78i $700,063,400 SEC
2025   Q4 1,718,250 8.58 Add 9.73% 0.76 $318.00–356.73 · VW $340.10i $602,607,458 SEC
2025   Q3 1,565,850 9.01 Add 25.78% 1.85 $328.70–359.66 · VW $345.66i $534,549,873 SEC
2025   Q2 1,244,950 7.89 Reduce 5.18% 0.52 $299.00–375.51 · VW $347.18i $442,019,498 SEC
2025   Q1 1,312,950 10.04 Add 251.43% 7.18 $303.84–366.54 · VW $345.43i $460,136,457 SEC
2024   Q4 373,600 2.69 $316.04 $118,072,544 SEC
2024   Q3 373,600 2.35 Buy 2.35 $252.70–293.07 · VW $270.64i $102,721,320 SEC
Price snapshot:
Current price$357.75
Avg. buy price$325.22
+/- since buy10.00%
52-week low$293.28
52-week high$365.02