JU
Jeffrey Ubben (ValueAct) disclosed new in META PLATFORMS INC
Jeffrey Ubben (ValueAct) filed a 13F change in META PLATFORMS INC (30303M102) on 2024-11-14, covering period end 2024-09-30.
Action
New
Capital
$121,071,060 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
15 changes from Jeffrey Ubben (ValueAct), filed 2024-11-14 for period end 2024-09-30.
$3.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
771049103 ROBLOX CORP | Increased | $363.0M | $448.6M | 9.22% |
L8681T102 SPOTIFY TECHNOLOGY S A | Sold out | -$212.3M | $0 | 5.39% |
337738108 FISERV INC | Sold out | -$164.5M | $0 | 4.18% |
48251W104 KKR & CO INC | Sold out | -$127.0M | $0 | 3.23% |
30303M102 META PLATFORMS INC | New | $121.1M | $121.1M | 3.08% |
538034109 LIVE NATION ENTERTAINMENT IN | New | $111.1M | $111.1M | 2.82% |
254687106 DISNEY WALT CO | Increased | $109.0M | $718.0M | 2.77% |
92826C839 VISA | New | $102.7M | $102.7M | 2.61% |
45765U103 INSIGHT ENTERPRISES INC | Increased | $69.2M | $874.9M | 1.76% |
650111107 NEW YORK TIMES CO | Sold out | -$68.8M | $0 | 1.75% |
531229722 LIBERTY MEDIA CORP DEL | New | $68.7M | $68.7M | 1.74% |
79466L302 SALESFORCE INC | Increased | $65.0M | $1.1B | 1.65% |
G3643J108 FLUTTER ENTMT PLC | Sold out | -$46.8M | $0 | 1.19% |
30212P303 EXPEDIA GROUP INC | Reduced | -$44.2M | $386.0M | 1.12% |
531229748 LIBERTY MEDIA CORP DEL | New | $33.3M | $33.3M | 0.85% |