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Uber Technologies, Inc (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,602,671,383 · 7 positions · top-10 100.0% · SEC filing history →

13FScore 0/100 — cloning their disclosed top holdings over ~1.4y returned -28%/yr vs S&P +15%/yr (alpha -43%/yr), ahead of the market in 17% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$WRD · WeRide Inc.2.5%$90,553,975-26%MedWeRide is a Chinese developer of autonomous-driving technology, building self-driving software and vehicles including robotaxis, robobuses, and robosweepers.NASDAQ

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
Grab Holdings Limited54.4%Operates a leading Southeast Asian super-app offering ride-hailing, food and grocery delivery, and digital financial services across countries including Singapore, Indonesia and Malaysia.
$AUR · Aurora Innovation,Inc.37.3%-4% Q4 '24Aurora Innovation develops self-driving technology, focused on autonomous trucking, providing the hardware, software, and services to operate driverless freight vehicles.NASDAQ
$LCID · Lucid Group, Inc.3.6%-69% Q3 '25Lucid Group designs, engineers, and manufactures luxury electric vehicles and related battery and powertrain technology, and develops energy storage and software systems.NASDAQ
$WRD · WeRide Inc.2.5%-26% Q1 '26WeRide is a Chinese developer of autonomous-driving technology, building self-driving software and vehicles including robotaxis, robobuses, and robosweepers.NASDAQ
$JOBY · Joby Aviation, Inc.1.6%+9% Q4 '24Develops electric vertical-takeoff-and-landing (eVTOL) aircraft and aims to operate an aerial ride-sharing air-taxi service for passenger transportation.Bitget →
$SERV · Serve Robotics Inc.0.5%-62% Q4 '24Serve Robotics develops and operates autonomous sidewalk delivery robots that transport food and goods for last-mile delivery in urban areas.NASDAQ
$MQ · Marqeta, Inc.0.0%-25% Q2 '25Marqeta provides a modern card-issuing and payment-processing platform that lets companies create, issue, and manage customized payment cards and digital payment programs through its APIs.NASDAQ

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker