Which funds own UBER
Uber Technologies Inc in the Q2 2026 filings. At least 26 of the 91 current managers on file reported a position, worth $19.6bn between them. At least a fifth of the current managers on file hold it, which is a crowd without being the whole market. The quarter went one way: 15 managers opened or added against 12 cutting.
- Managers holding
- 26
- at least, of 91 current
- Combined value
- $19.6bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 12
- already held
- Trimmed or sold out
- 12
- 5 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $9.4bn | 1.3% | 130,662,156 | +$1.1bn+14,322,517 | Added |
| Pershing Square Capital Management LP Activist · $19.5bn book | $2.5bn | 13% | 34,326,200 | +$322m+4,367,429 | Added |
| Fidelity (FMR LLC) Long-only · $2304bn book | $1.7bn | 0.1% | 24,152,976 | -$125m-1,814,066 | Trimmed |
| Capital World Investors Long-only · $846bn book | $1.2bn | 0.1% | 16,673,529 | +$30m+366,178 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $798m | 0.1% | 11,051,623 | +$337m+4,647,646 | Added |
| Neuberger Berman Group LLC Long-only · $150bn book | $557m | 0.4% | 7,722,584 | +$81m+1,100,255 | Added |
| Appaloosa LP Activist · $7.7bn book | $555m | 7.2% | 7,694,071 | +$100m+1,361,351 | Added |
| Altimeter Capital Management LP Long/short equity · $9.8bn book | $532m | 5.4% | 7,372,440 | -$41m-599,332 | Trimmed |
| MFS Investment Management Long-only · $315bn book | $483m | 0.2% | 6,571,183 | +$14m+162,911 | Added |
| Marshall Wace LLP Quantitative · $127bn book | $393m | 0.3% | 5,444,577 | +$232m+3,213,939 | Added |
| Janus Henderson Group Ltd Long-only · $245bn book | $358m | 0.1% | 4,963,711 | -$227m-3,166,010 | Trimmed |
| Baillie Gifford & Co Long-only · $110bn book | $251m | 0.2% | 3,483,820 | -$13m-190,081 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $193m | 0.3% | 2,674,031 | +$51m+699,721 | Added |
| Egerton Capital UK LLP Long/short equity · $10.4bn book | $167m | 1.6% | 2,319,648 | -$167m-2,332,715 | Trimmed |
| Glenview Capital Management LLC Long/short equity · $5.5bn book | $129m | 2.4% | 1,793,598 | +$25m+337,726 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $120m | 1.4% | 100,000,000 | -$700k0 | Held |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $107m | 0.3% | 91,966,000 | opened91,966,000 | New |
| Polen Capital Management LLC Long-only · $11.6bn book | $41m | 0.4% | 570,063 | -$169m-2,347,865 | Trimmed |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $22m | 0.3% | 300,000 | +$7.3m+100,000 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $16m | 0.1% | 223,045 | opened223,045 | New |
| Winton Group Ltd Quantitative · $3.1bn book | $14m | 0.4% | 192,400 | +$6.1m+84,250 | Added |
| Tiger Global Management LLC Long/short equity · $24.0bn book | $11m | 0.0% | 151,178 | unchanged0 | Held |
| Markel Group Inc Activist · $13.1bn book | $10m | 0.1% | 142,500 | unchanged0 | Held |
| Soros Fund Management LLC Macro · $8.1bn book | $6.5m | 0.1% | 90,337 | -$16m-223,872 | Trimmed |
| Oaktree Capital Management LP Activist · $7.2bn book | $6.2m | 0.1% | 5,400,000 | opened5,400,000 | New |
| Oaktree Capital Management LP Activist · $7.2bn book | $2.4m | 0.0% | 2,000,000 | unchanged0 | Held |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Renaissance Technologies LLC · Quantitative$129m held before
- Steadfast Capital Management LP · Long/short equity$20m held before
- Freestone Grove Partners LP · Multi-strategy$15m held before
- Bridgewater Associates LP · Macro$2.5m held before
- Caxton Associates LLP · Macro$1.5m held before
Ownership through time
At least 34 of the 95 managers whose filings are on file listed UBER in Q2 2026, against 21 in Q2 2019. 2 managers fewer than in Q1 2026: 1 started a position; 3 listed it again; 2 sold out, by their own filings; 4 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2019: 21
- Q3 2019: 18
- Q4 2019: 31
- Q1 2020: 21
- Q2 2020: 27
- Q3 2020: 23
- Q4 2020: 36
- Q1 2021: 37
- Q2 2021: 38
- Q3 2021: 40
- Q4 2021: 38
- Q1 2022: 31
- Q2 2022: 28
- Q3 2022: 33
- Q4 2022: 30
- Q1 2023: 27
- Q2 2023: 41
- Q3 2023: 41
- Q4 2023: 38
- Q1 2024: 44
- Q2 2024: 47
- Q3 2024: 40
- Q4 2024: 42
- Q1 2025: 37
- Q2 2025: 42
- Q3 2025: 38
- Q4 2025: 40
- Q1 2026: 36
- Q2 2026: 34
- Q2 2019: $6.6bn
- Q3 2019: $4.4bn
- Q4 2019: $8.2bn
- Q1 2020: $6.7bn
- Q2 2020: $7.1bn
- Q3 2020: $8.2bn
- Q4 2020: $14.1bn
- Q1 2021: $16.1bn
- Q2 2021: $15.1bn
- Q3 2021: $14.4bn
- Q4 2021: $12.2bn
- Q1 2022: $8.7bn
- Q2 2022: $5.1bn
- Q3 2022: $7.9bn
- Q4 2022: $7.3bn
- Q1 2023: $9.6bn
- Q2 2023: $15.5bn
- Q3 2023: $18.2bn
- Q4 2023: $23.6bn
- Q1 2024: $29.5bn
- Q2 2024: $27.0bn
- Q3 2024: $27.4bn
- Q4 2024: $19.8bn
- Q1 2025: $23.9bn
- Q2 2025: $30.3bn
- Q3 2025: $29.3bn
- Q4 2025: $23.1bn
- Q1 2026: $20.0bn
- Q2 2026: $21.3bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital Research Global Investors116,339,639 to 130,662,156 shares+$1.0bn
- Wellington Management Group LLP6,403,977 to 11,051,623 shares+$335m
- Pershing Square Capital Management LP29,958,771 to 34,326,200 shares+$315m
- Marshall Wace LLP2,230,638 to 5,444,577 shares+$232m
- Appaloosa LP6,332,720 to 7,694,071 shares+$98m
Largest decreases, by shares
- AQR Capital Management LLC5,944,854 to 2,128,620 shares-$275m
- Janus Henderson Group Ltd8,129,721 to 4,963,711 shares-$228m
- Polen Capital Management LLC2,917,928 to 570,063 shares-$169m
- Egerton Capital UK LLP4,652,363 to 2,319,648 shares-$168m
- Invesco Ltd10,154,390 to 7,976,448 shares-$157m
Left it
- Renaissance Technologies LLCwas $129m
- Steadfast Capital Management LPwas $20m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital Research Global Investors | Q2 2019 | $11.2bn | $9.4bn | |
| Pershing Square Capital Management LP | Q1 2025 | $3.0bn | $2.5bn | |
| Fidelity (FMR LLC) | Q2 2019 | $9.7bn | $1.7bn | |
| Capital World Investors | Q2 2019 | $2.8bn | $1.2bn | |
| Wellington Management Group LLP | Q2 2019 | $3.3bn | $797m | |
| Invesco Ltd | Q2 2020 | $1.2bn | $576m | |
| Neuberger Berman Group LLC | Q3 2020 | $723m | $557m | |
| Appaloosa LP | Q2 2021 | $555m | $555m | |
| Altimeter Capital Management LP | Q2 2019 | $1.5bn | $532m | |
| MFS Investment Management | Q1 2021 | $637m | $483m | |
| Marshall Wace LLP | Q4 2019 | $600m | $393m | |
| Janus Henderson Group Ltd | Q2 2019 | $1.1bn | $358m | |
| T. Rowe Price Associates Inc | Q2 2019 | $2.9bn | $327m | |
| Susquehanna International Group LLP | Q4 2019 | $313m | $313m | |
| Baillie Gifford & Co | Q1 2025 | $409m | $251m | |
| Viking Global Investors LP | Q2 2019 | $1.1bn | last listed Q4 2022 | |
| Coatue Management LLC | Q2 2019 | $1.1bn | last listed Q4 2024 | |
| Dragoneer Investment Group LLC | Q2 2019 | $986m | last listed Q2 2023 | |
| D. E. Shaw & Co. | Q3 2020 | $886m | last listed Q2 2025 | |
| Renaissance Technologies LLC | Q2 2020 | $853m | last listed Q1 2026 | |
| Artisan Partners LP | Q1 2020 | $811m | last listed Q3 2022 | |
| Citadel Advisors LLC | Q2 2019 | $625m | last listed Q4 2025 | |
| Two Sigma Advisers LP | Q4 2020 | $515m | last listed Q4 2025 | |
| Point72 Asset Management LP | Q2 2019 | $491m | last listed Q4 2024 | |
| Jane Street Group LLC | Q4 2019 | $428m | last listed Q4 2025 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Susquehanna International Group LLP · calls$1.0bn notional
- Hudson Bay Capital Management LP · puts$69m notional
- Brevan Howard Capital Management LP · puts$36m notional
- Brevan Howard Capital Management LP · calls$34m notional
What UBER is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around UBER →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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