Jeffrey Ubben's top holdings (June 2026) include Amazon.com Inc. (AMZN), a multinational technology firm specializing in e-commerce, cloud computing, and digital streaming services.

Jeffrey Ubben is the founder and managing partner of Inclusive Capital Partners, an investment management firm based in San Francisco. He previously served as the Chief Executive Officer and Chief Investment Officer of ValueAct Capital, where he established a career focused on collaborative corporate engagement.

Amazon.com Inc. (AMZN)

Amazon operates a vast global online retail marketplace and provides critical cloud infrastructure through its Amazon Web Services (AWS) division. The company also maintains significant operations in logistics, artificial intelligence, and digital advertising. The company's market cap stands at $2.91T, while the current value of Jeffrey Ubben's holding is $780.69M. Analysts have established a price target of $302.49 for the stock, and its discounted cash flow is calculated at $66.27.

Here's an overview of Jeffrey Ubben's trades in Amazon.com Inc.:

Visa Inc (V)

Visa is a global leader in digital payments, facilitating electronic funds transfers between financial institutions, merchants, and consumers. The company operates one of the world's most advanced processing networks, enabling secure and reliable transactions across more than 200 countries. Visa has a market capitalization of $625.58B, with Jeffrey Ubben's position currently valued at $755.93M. Market analysts maintain a price target of $377.33, while the discounted cash flow analysis indicates a value of $253.58.

Here's an overview of Jeffrey Ubben's trades in Visa Inc:

Meta Platforms Inc (META)

Meta Platforms develops social media applications and infrastructure that allow people to connect through mobile devices, personal computers, and other platforms. Its core products include Facebook, Instagram, Messenger, and WhatsApp, alongside a growing focus on virtual and augmented reality technologies. This holding in Jeffrey Ubben's portfolio is currently worth $579.17M, within a company that carries a market cap of $1.61T. A price target of $800.0 has been set by analysts, and the discounted cash flow value for the shares is $597.76.

Here's an overview of Jeffrey Ubben's trades in Meta Platforms Inc:

Salesforce Inc (CRM)

Salesforce provides cloud-based software solutions designed to help businesses manage customer relationships and internal sales processes. Its platform offers a suite of tools for service, marketing automation, and data analytics, serving enterprises of all sizes globally. The position is currently valued at $572.25M, supporting a firm with a total market capitalization of $156.51B. The company's discounted cash flow analysis suggests a value of $340.0 per share, while analysts have a price target of $265.75.

Here's an overview of Jeffrey Ubben's trades in Salesforce Inc:

Blackrock Inc. (BLK)

Blackrock is one of the world's largest asset management firms, providing investment management, risk management, and advisory services to institutional and retail clients. The company is well-known for its iShares suite of exchange-traded funds and its Aladdin technology platform for investment professionals. Jeffrey Ubben's holding in Blackrock is currently worth $571.7M, and the company has a market cap of $162.51B. Analysts have assigned a price target of $1.26K, and the discounted cash flow for the stock is listed at $435.08.

Here's an overview of Jeffrey Ubben's trades in Blackrock Inc.: