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

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $7,728,140,952 · 10 positions · top-10 100.0% · SEC filing history →

13FScore 26/100 — cloning their disclosed top holdings over ~4.7y returned -10%/yr vs S&P +10%/yr (alpha -20%/yr), ahead of the market in 42% 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 INC70.7%-57% ≥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 LIMITED19.0%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 INC3.6%-42% ≥Q2 '21Precision oncology biotechNASDAQ
$COMP · COMPASS INC2.1%-9% 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 INC1.3%-79% ≥Q2 '21Infectious disease immunology biotechNASDAQ
$AUR · AURORA INNOVATION INC1.1%-46% Q4 '21Aurora Innovation develops self-driving technology, focused on autonomous trucking, providing the hardware, software, and services to operate driverless freight vehicles.NASDAQ
$ROIV · ROIVANT SCIENCES LTD1.0%+238% Q4 '21Roivant Sciences is a biopharmaceutical holding company that develops and commercializes medicines and health technologies through a network of subsidiary 'vant' companies.NASDAQ
$NRGV · ENERGY VAULT HOLDINGS INC0.7%-69% Q2 '22Gravity and battery energy storage systems
$YMM · FULL TRUCK ALLIANCE CO LTD0.6%+40% 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 INC0.0%-3% 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 (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