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Uber Technologies, Inc

1725 3RD STREET, SAN FRANCISCO, CA 94158 • 415-612-8582

Q2 2025 · Filed 2025-08-14
Market Value
$4.7B
-2.3%
Holdings
5
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRAB 57.46% 50.57% +6.90% $2.7B
JOBY 4.95% 3.21% +1.74% $232M
SERV 1.16% 0.57% +0.59% $54M
MQ 0.02% 0.00% +0.02% $787K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AUR 36.41% 45.66% -9.25% $1.7B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 94.3%
Consumer Cyclical 3.6%
Industrials 2.1%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $4.6B 98.8%
Small Cap 2 $55M 1.2%

Portfolio Analytics

Avg Market Cap
$8.2B
Median Market Cap
$10.7B
Avg P/E
37.9
Median P/E
37.9
Avg Dividend Yield
—%
Avg Beta
1.96
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GRAB 57.46% 535,902,982 $2.7B $5.03 $268M
2 AUR 36.41% 325,973,411 $1.7B $5.24 -$484M
3 JOBY 4.95% 21,995,192 $232M $10.55 $78M -3,569,602 -14.0%
4 SERV 1.16% 4,748,833 $54M $11.44 $27M
5 MQ 0.02% 135,042 $787K $5.83 +135,042 NEW

New Positions

SymbolValue% Port
MQ $787K 0.02%
View SEC EDGAR Filings for Uber Technologies, Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms