杰夫·乌本
ValueAct控股有限公司  
收藏
13(1新)
持仓数
$90.2亿
总资产
10%
换手率
6月30日
财报日期

杰夫·乌本 行业分布及调仓影响

杰夫·乌本 当前持仓

Lumentum Holdings Inc
建仓
+0.88%
967,049
$7,932.70万
0.88%
1.33%
395.99亿
+3.76%
-11.16%
费哲
+616.30%
+6.28%
6,160,200
$6.58亿
7.30%
0.93%
4,551.66亿
-2.10%
-6.72%
Insight Enterprises Inc
+158.52%
+1.93%
2,843,690
$2.84亿
3.15%
8.16%
201.90亿
-10.03%
+17.72%
TopBuild Corp
+116.44%
+0.56%
480,000
$9,493.40万
1.05%
1.46%
466.29亿
+17.33%
+18.92%
CBRE Group Inc
+0.03%
--
10,232,609
$8.77亿
9.72%
3.05%
2,036.52亿
+5.31%
+49.44%
LKQ Corp
+0.01%
--
21,550,411
$10.61亿
11.75%
7.33%
941.47亿
+2.95%
+40.58%
Bausch Health Companies Inc
-
--
17,941,603
$5.26亿
5.83%
5.00%
655.42亿
-3.85%
+35.63%
CBRE Acquisition Holdings Inc
-
--
18,417
$2.00万
0.00%
--
--
--
--
花旗
-4.50%
-0.83%
20,745,704
$14.68亿
16.27%
1.02%
8,780.22亿
-1.46%
+11.04%
KKR & Co Inc
-13.82%
-2.49%
27,221,126
$16.13亿
17.87%
4.67%
2,395.64亿
+9.99%
+57.98%
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