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SB INVESTMENT ADVISERS (UK) LTD (auto-surfaced)

cloneable · 31-MAR-2026 → 30-JUN-2026

AUM $7,662,358,625 · 9 positions · top-10 100.0% · SEC filing history →

13FScore 22/100 — cloning their disclosed top holdings over ~4.9y returned -11%/yr vs S&P +11%/yr (alpha -22%/yr), ahead of the market in 35% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$CPNG · COUPANG INC65.6%-62% ≥Q2 '21Operates South Korea's largest e-commerce platform, offering online retail with fast delivery, plus grocery, food-delivery, streaming, and fintech services.Bitget →
GRAB HOLDINGS LIMITED19.8%—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.
$RLAY · RELAY THERAPEUTICS INC6.8%-49% ≥Q2 '21Precision oncology biotechNASDAQ
$COMP · COMPASS INC3.5%-27% Q2 '21Operates a technology-enabled residential real estate brokerage, providing agents with a software platform and supporting home-buying and selling services.
$VIR · VIR BIOTECHNOLOGY INC1.5%-77% ≥Q2 '21Infectious disease immunology biotechNASDAQ
$AUR · AURORA INNOVATION INC1.3%-52% Q4 '21Aurora Innovation develops self-driving technology, focused on autonomous trucking, providing the hardware, software, and services to operate driverless freight vehicles.NASDAQ
$NRGV · ENERGY VAULT HOLDINGS INC1.0%-69% Q2 '22Gravity and battery energy storage systems
$YMM · FULL TRUCK ALLIANCE CO LTD0.6%+35% Q3 '22Full Truck Alliance operates a leading digital freight platform in China that connects shippers with truckers to match freight loads and provides related logistics and financial services.
$DNA · GINKGO BIOWORKS HOLDINGS INC0.1%+44% Q3 '24Ginkgo Bioworks operates a platform for cell programming and synthetic biology, engineering microorganisms for customers across pharmaceuticals, agriculture, food, and industrial chemicals, and offers biosecurity services.

Since entry / add = price change to the latest close (30-JUN-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 2026-10-17 · Alpha-Investor tracker