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SB INVESTMENT ADVISERS (UK) LTD

Q4 2025 · Filed 2026-02-18
Market Value
$10.0B
-24.6%
Holdings
10
New Purchases
0
Added To
0
Closed
0
Reduced
4
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRAB 20.06% 18.25% +1.81% $2.0B
RLAY 2.36% 1.10% +1.26% $236M
NRGV 0.85% 0.42% +0.44% $85M
VIR 0.79% 0.72% +0.07% $79M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPNG 68.34% 70.34% -2.00% $6.8B
ROIV 3.56% 4.60% -1.04% $356M
YMM 0.57% 0.99% -0.42% $57M
COMP 2.65% 2.71% -0.06% $265M
AUR 0.76% 0.81% -0.04% $76M
DNA 0.05% 0.07% -0.02% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $9.3B 92.7%
Mid Cap 3 $558M 5.6%
Small Cap 3 $170M 1.7%

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 68.34% 289,542,259 $6.8B $23.59 -$2.5B
2 GRAB 20.06% 401,796,672 $2.0B $4.99 -$414M
3 ROIV 3.56% 16,413,603 $356M $21.70 -$254M -23,901,524 -59.3%
4 COMP 2.65% 25,062,973 $265M $10.57 -$95M -19,698,164 -44.0%
5 RLAY 2.36% 27,904,963 $236M $8.46 $90M
6 NRGV 0.85% 18,535,631 $85M $4.61 $30M
7 VIR 0.79% 13,116,977 $79M $6.03 -$16M -3,567,064 -21.4%
8 AUR 0.76% 19,811,760 $76M $3.84 -$31M
9 YMM 0.57% 5,272,390 $57M $10.73 -$75M -4,852,722 -47.9%
10 DNA 0.05% 610,729 $5M $8.31 -$4M
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