JU
Jeffrey Ubben (ValueAct) disclosed new in MONGODB INC
Jeffrey Ubben (ValueAct) filed a 13F change in MONGODB INC (60937P106) on 2025-08-14, covering period end 2025-06-30.
Action
New
Capital
$144,998,095 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
20 changes from Jeffrey Ubben (ValueAct), filed 2025-08-14 for period end 2025-06-30.
$5.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 AMAZON COM INC | Increased | $742.5M | $849.6M | 13.26% |
829073105 SIMPSON MFG INC | New | $218.4M | $218.4M | 3.90% |
45765U103 INSIGHT ENTERPRISES INC | Reduced | -$214.1M | $395.2M | 3.82% |
60937P106 MONGODB INC | New | $145.0M | $145.0M | 2.59% |
30212P303 EXPEDIA GROUP INC | Reduced | -$140.8M | $47.0M | 2.52% |
62482R107 MR COOPER GROUP INC | New | $135.0M | $135.0M | 2.41% |
77311W101 ROCKET COS INC | Increased | $133.3M | $214.5M | 2.38% |
30303M102 META PLATFORMS INC | Reduced | -$124.8M | $460.1M | 2.23% |
888787108 TOAST INC | Sold out | -$86.1M | $0 | 1.54% |
12504L109 CBRE GROUP INC | New | $82.6M | $82.6M | 1.47% |
75737F108 REDFIN CORP | New | $65.0M | $65.0M | 1.16% |
531229722 LIBERTY MEDIA CORP DEL | Increased | $58.0M | $324.0M | 1.04% |
G6683N103 NU HLDGS LTD | Sold out | -$35.0M | $0 | 0.62% |
531229748 LIBERTY MEDIA CORP DEL | Increased | $29.4M | $140.9M | 0.53% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | New | $27.1M | $27.1M | 0.48% |
538034109 LIVE NATION ENTERTAINMENT IN | Increased | $18.3M | $133.9M | 0.33% |
92826C839 VISA INC | Reduced | -$18.1M | $442.0M | 0.32% |
254687106 DISNEY WALT CO | Reduced | -$17.2M | $630.9M | 0.31% |
771049103 ROBLOX CORP | Reduced | -$13.1M | $497.8M | 0.23% |
79466L302 SALESFORCE INC | Increased | $12.6M | $790.4M | 0.22% |