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SB INVESTMENT ADVISERS (UK) LTD

Q3 2025 · Filed 2025-11-14
Market Value
$13.3B
+5.1%
Holdings
10
New Purchases
0
Added To
1
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRAB 18.25% 16.02% +2.23% $2.4B
YMM 0.99% 0.30% +0.69% $131M
RLAY 1.10% 0.77% +0.33% $146M
COMP 2.71% 2.39% +0.32% $359M
NRGV 0.42% 0.11% +0.31% $55M
VIR 0.72% 0.67% +0.05% $95M
DNA 0.07% 0.05% +0.01% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPNG 70.34% 73.52% -3.18% $9.3B
ROIV 4.60% 5.36% -0.75% $610M
AUR 0.81% 0.82% -0.02% $107M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $12.5B 94.0%
Mid Cap 3 $636M 4.8%
Small Cap 3 $159M 1.2%

Portfolio Analytics

Avg Market Cap
$9.8B
Median Market Cap
$6.9B
Avg P/E
162.2
Median P/E
37.9
Avg Dividend Yield
0.00%
Avg Beta
1.50
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPNG 70.34% 289,542,259 $9.3B $32.20 $49M -20,000,000 -6.5%
2 GRAB 18.25% 401,796,672 $2.4B $6.02 $398M
3 ROIV 4.60% 40,315,127 $610M $15.13 -$66M -19,637,525 -32.8%
4 COMP 2.71% 44,761,137 $359M $8.03 $58M -3,309,136 -6.9%
5 RLAY 1.10% 27,904,963 $146M $5.22 $49M
6 YMM 0.99% 10,125,112 $131M $12.97 $94M +6,928,161 +216.7%
7 AUR 0.81% 19,811,760 $107M $5.39 $3M
8 VIR 0.72% 16,684,041 $95M $5.71 $11M
9 NRGV 0.42% 18,535,631 $55M $2.97 $42M
10 DNA 0.07% 610,729 $9M $14.58 $2M
View SEC EDGAR Filings for SB INVESTMENT ADVISERS (UK) LTD →

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