DOSSIER · 13F-HR · Q2 2026

Uber Technologies, Inc

$4.2B in tracked AUM across 6 positions as of Q2 2026.

UT
CIK 0001543151 · last filed Jun 30, 2026
Total AUM
$4.2B
as of Q2 2026
Holdings
6
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The filing for Uber Technologies, Inc. reveals a highly concentrated, non-diversified investment portfolio managed as a strategic corporate treasury rather than a traditional investment fund. As of the report date September 30, 2025, the total portfolio value stood at $3.37 billion, marking a significant decline of 28.2% from the previous quarter's $4.69 billion. The portfolio consists of only four holdings, indicating an extreme concentration risk. The strategy is not fo...

Key Holdings

The portfolio is dominated overwhelmingly by a single position: Grab Holdings Limited. With a value of $3.23 billion, Grab constitutes 95.84% of the entire portfolio. This represents a passive stake of over 535 million shares, suggesting a deep strategic alignment or a long-term hold that Uber views as fundamental to its Asian market strategy or as a significant financial asset.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G4124C109
Grab Holdings Limited
$2.0B535.9M44.8%
02
AUR
Aurora Innovation,Inc.
$1.8B258.5M39.1%
03
RIVN
Rivian Automotive Inc.
$339M19.6M7.5%
04
LCID
Lucid Group, Inc.
$253M37.8M5.6%
05
WRD
WeRide Inc.
$65M11.2M1.4%
06
G65163100
Joby Aviation, Inc.
$64M7.1M1.4%
07
MQ
Marqeta, Inc.
$2M135K0.0%

Filing history

2026Q2Jun 30
$4.5B 25.1%
7 positionsView →
2026Q1Mar 31
$3.6B 14.0%
7 positionsView →
2025Q4Dec 31
$4.2B 24.4%
6 positionsView →
2025Q3Sep 30
$3.4B 28.2%
4 positionsView →
2025Q2Jun 30
$4.7B 79.8%
5 positionsLocked
2025Q1Mar 31
$2.6B 46.3%
3 positionsLocked
2024Q4Dec 31
$4.9B
4 positionsLocked