13F Portfolio · Q3 2024
Jeffrey Ubben
ValueAct Capital · 38% top-10 concentration
Activist
Top 3 holdings
| META | Meta Platforms | 8.1% |
| DIS | The Walt Disney Company | 12.4% |
| SEAL | SEA Limited | 7.2% |
Closest replicating ETF:QQQ · overlap 37.3 · 1 shared
| META | Meta Platforms | 8.1% |
| DIS | The Walt Disney Company | 12.4% |
| SEAL | SEA Limited | 7.2% |