Portfolio changes · featured 13Fs
Activity
Moves in UBER across featured managers — New / Exit / Add / Reduce.
UBER
8 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| UBER | New | Terry Smith - Fundsmith | +4.73% | opened 4.7% | Q1→Q2 |
| UBER | New | Ram Parameswaran - Octahedron Capital Management | +2.88% | opened 2.9% | Q1→Q2 |
| UBER | Add | Bill Ackman - Pershing Square | −2.99% | +14.6% sh | Q1→Q2 |
| UBER | Add | Pat Dorsey - Dorsey Asset Management | +1.90% | +61.6% sh | Q1→Q2 |
| UBER | Reduce | Brad Gerstner - Altimeter Capital Management | −4.65% | −7.5% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| UBER | New | Steven Check - Check Capital Management | +0.01% | opened 0.01% | 2026 Q2 restated |
| 4 Aug 1 | |||||
| UBER | Reduce | Polen Capital Management | −1.10% | −80.5% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| UBER | Reduce | John Armitage - Egerton Capital (UK) | −2.10% | −50.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home