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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,884,600 10.52 Reduce 15.02% 1.67 $208.27 $600,775,642 SEC
2025   Q4 3,394,300 11.15 Reduce 3.03% 0.39 $230.82 $783,472,326 SEC
2025   Q3 3,500,500 12.96 Reduce 9.61% 1.46 $219.57 $768,604,785 SEC
2025   Q2 3,872,500 15.17 Add 587.71% 12.96 $219.39 $849,587,775 SEC
2025   Q1 563,100 2.34 Add 4.88% 0.11 $190.26 $107,135,406 SEC
2024   Q4 536,900 2.68 Buy 2.68 $219.39 $117,790,491 SEC