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ValueAct Capital

基金经理:杰弗里·乌本

● 实时行情已联动
专注于核心价值的投资公司。
管理规模

$5.6B

单季换手率

0%

前5大持仓集中度

57.2%

持仓标的数

10

行业板块分布

$5.6BAUM
Ticker / 标的行业板块最新股价今日涨跌仓位占比持有股数持仓变动
V
Visa Inc.
Financial Services
14.1%
2.3M维持不动
AMZN
Amazon.com Inc.
Consumer Cyclical
12.4%
2.9M维持不动
RKT
Rocket Companies
Financial Services
11.6%
41.7M维持不动
BLK
BlackRock, Inc.
Financial Services
9.9%
581.7K维持不动
META
Meta Platforms
Technology
9.2%
915.7K维持不动
CRM
Salesforce, Inc.
Technology
8.3%
3.0M维持不动
TOST
Toast, Inc.
Technology
7.0%
14.1M维持不动
KKR
KKR & Co.
Financial Services
5.8%
3.6M维持不动
639.DE
SPOTIFY TECHNOLOGY S.A. A
Communication Services
4.3%
526.8K维持不动
LLYVA
Liberty Live Holdings, Inc. - S
Communication Services
4.1%
2.2M维持不动
杰弗里·乌本(ValueAct Capital)最新美股持仓与 13F 调仓明细 2026 | WhaleTracker