Jeffrey Ubben's top holdings (August 2025) include Roblox Corporation (RBLX), a global platform that allows users to create and play games and experiences.

Jeffrey Ubben is the founder of Inclusive Capital Partners, an investment firm focused on impact investing. His firm aims to invest in companies that demonstrate a commitment to environmental and social sustainability, seeking to drive positive change through capital allocation.

Roblox Corporation (RBLX)

Roblox Corporation operates a global online platform that enables users to create, play, and share interactive experiences. It provides tools for developers to build a wide range of virtual worlds and games, fostering a large and engaged community. With a market capitalization of $80.59 billion, Roblox is a significant player in the digital entertainment space. The current value of Jeffrey Ubben's position in Roblox is $1.21 billion. Analysts have set a price target of $80.0 for Roblox, while its discounted cash flow analysis suggests a value of $48.78 per share.
Here's an overview of Jeffrey Ubben's trades in Roblox Corporation:

Meta Platforms Inc (META)

Meta Platforms Inc. is a technology conglomerate that develops and manages social media products and services. Its core offerings include Facebook, Instagram, WhatsApp, and Messenger, connecting billions of users worldwide and operating a vast digital advertising business. The company's market cap stands at $1.79 trillion. This holding in Jeffrey Ubben's portfolio is currently worth $784.94 million. A discounted cash flow analysis for Meta indicates a value of $575.84 per share, and analysts have a price target of $850.0 for the stock.
Here's an overview of Jeffrey Ubben's trades in Meta Platforms Inc:

Walt Disney Co (The) (DIS)

The Walt Disney Company is a global entertainment and media enterprise. It operates theme parks, resorts, cruise lines, and media networks, alongside its renowned film studios and direct-to-consumer streaming services like Disney+. Walt Disney Co. maintains a market capitalization of $218.37 billion. Jeffrey Ubben's position in the company is currently valued at $782.08 million. Analysts anticipate a price target of $128.75 for Disney, with a discounted cash flow assessment suggesting a value of $24.68 per share.
Here's an overview of Jeffrey Ubben's trades in Walt Disney Co (The):

Salesforce Inc (CRM)

Salesforce Inc. is a leading provider of cloud-based software solutions for customer relationship management (CRM). Its platform helps companies manage sales, service, marketing, and analytics, serving a wide range of industries globally. Salesforce has a market capitalization of $257.27 billion. The position is currently valued at $748.77 million in Jeffrey Ubben's portfolio. The discounted cash flow for Salesforce is estimated at $201.71 per share, while analysts have set a price target of $328.5 for the company.
Here's an overview of Jeffrey Ubben's trades in Salesforce Inc:

Visa Inc (V)

Visa Inc. is a global payments technology company that facilitates electronic funds transfers throughout the world. Its primary business involves processing transactions between consumers, merchants, financial institutions, and governments, operating one of the world's largest retail electronic payments networks. The company's market cap is $692.36 billion. The current value of Jeffrey Ubben's holding in Visa is $453.58 million. Analysts covering Visa have a price target of $412.5, and its discounted cash flow value is $258.45 per share.
Here's an overview of Jeffrey Ubben's trades in Visa Inc: