Alkeon Capital Management’s Uber UBER Stock Holding History

Alkeon Capital Management’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313M	Buy	4,336,005 +475,000	+12%	+$34.8M	0.42%	52
2026 Q1	$278M	Buy	3,861,005 +500,000	+15%	+$38.5M	0.47%	47
2025 Q4	$275M	Hold	3,361,005	–	–	0.44%	45
2025 Q3	$329M	Buy	3,361,005 +400,000	+14%	+$37.4M	0.48%	41
2025 Q2	$276M	Sell	2,961,005 -500,000	-14%	-$41.2M	0.46%	41
2025 Q1	$252M	Sell	3,461,005 -1,880	-0.1%	-$135K	0.53%	37
2024 Q4	$209M	Sell	3,462,885 -825,000	-19%	-$58.9M	0.43%	42
2024 Q3	$322M	Sell	4,287,885 -2,822	-0.1%	-$199K	0.55%	33
2024 Q2	$312M	Sell	4,290,707 -500,000	-10%	-$34.8M	0.51%	31
2024 Q1	$369M	Buy	4,790,707 +1,000,000	+26%	+$71.8M	0.63%	26
2023 Q4	$233M	Sell	3,790,707 -3,814,481	-50%	-$200M	0.52%	34
2023 Q3	$350M	Sell	7,605,188 -2,250,000	-23%	-$103M	0.63%	23
2023 Q2	$425M	Sell	9,855,188 -1,355,276	-12%	-$50.4M	0.74%	19
2023 Q1	$355M	Sell	11,210,464 -1,597,378	-12%	-$50.7M	0.78%	26
2022 Q4	$317M	Buy	12,807,842 +2,298,021	+22%	+$62.9M	1.22%	22
2022 Q3	$279M	Buy	10,509,821 +2,375,726	+29%	+$65.6M	0.9%	26
2022 Q2	$166M	Sell	8,134,095 -140,582	-2%	-$3.73M	0.45%	51
2022 Q1	$295M	Sell	8,274,677 -211,628	-2%	-$7.61M	0.59%	38
2021 Q4	$356M	Buy	8,486,305 +1,200,000	+16%	+$51.7M	0.66%	42
2021 Q3	$326M	Buy	7,286,305 +2,237,814	+44%	+$97.8M	0.55%	46
2021 Q2	$253M	Sell	5,048,491 -1,501,509	-23%	-$78.4M	0.37%	57
2021 Q1	$357M	Buy	+6,550,000	New	+$366M	0.53%	34

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alkeon Capital Management's UBER Position: Q2 2026 in Review

Alkeon Capital Management increased its Uber (UBER) stake by 12% in Q2 2026, buying an estimated $34.8M and bringing the position to 4,336,005 shares worth $313M. The position accounts for 0.42% of the portfolio, ranked #52.

Alkeon Capital Management first reported a position in UBER in Q1 2021 and has held it in 22 quarters since. The position peaked at $425M in Q2 2023. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Alkeon Capital Management held 4,336,005 shares of Uber worth $313M as of Q2 2026.
Alkeon Capital Management bought 475,000 Uber shares in Q2 2026, an estimated $34.8M.
Uber made up 0.42% of Alkeon Capital Management's portfolio in Q2 2026, its #52 holding.
Alkeon Capital Management first reported a position in Uber in Q1 2021 and has held it in 22 quarters since.
Alkeon Capital Management's Uber position peaked at $425M in Q2 2023.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.