Ardmore Road Asset Management’s Uber UBER Stock Holding History

Ardmore Road Asset 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 Q1	$43.2M	Sell	600,000 -25,381	-4%	-$1.95M	2.84%	7
2025 Q4	$51.1M	Buy	625,381 +525,381	+525%	+$47.3M	3.87%	2
2025 Q3	$9.8M	Sell	100,000 -50,000	-33%	-$4.68M	0.63%	46
2025 Q2	$14M	Sell	150,000 -50,000	-25%	-$4.12M	1.16%	30
2025 Q1	$14.6M	Buy	+200,000	New	+$14.4M	1.49%	30
2023 Q4	–	Sell	-300,000	Closed	-$13.8M	–	43
2023 Q3	$13.8M	Buy	+300,000	New	+$13.7M	4.66%	8
2023 Q2	–	Sell	-350,000	Closed	-$11.1M	–	37
2023 Q1	$11.1M	Sell	350,000 -75,000	-18%	-$2.38M	4.97%	8
2022 Q4	$10.5M	Buy	425,000 +365,000	+608%	+$9.99M	5.45%	7
2022 Q3	$1.59M	Sell	60,000 -140,000	-70%	-$3.87M	0.63%	26
2022 Q2	$4.09M	Sell	200,000 -100,241	-33%	-$2.66M	2.65%	14
2022 Q1	$10.7M	Buy	300,241 +104,648	+54%	+$3.76M	6.41%	6
2021 Q4	$8.2M	Buy	+195,593	New	+$8.43M	4.32%	11

Other funds holding UBER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ardmore Road Asset Management's UBER Position: Q1 2026 in Review

Ardmore Road Asset Management reduced its Uber (UBER) stake by 4.1% in Q1 2026, selling an estimated $1.95M and leaving 600,000 shares worth $43.2M. The position accounts for 2.84% of the portfolio, ranked #7.

Ardmore Road Asset Management first reported a position in UBER in Q4 2021 and has held it in 12 quarters since. The position peaked at $51.1M in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Ardmore Road Asset Management held 600,000 shares of Uber worth $43.2M as of Q1 2026.
Ardmore Road Asset Management sold 25,381 Uber shares in Q1 2026, an estimated $1.95M.
Uber made up 2.84% of Ardmore Road Asset Management's portfolio in Q1 2026, its #7 holding.
Ardmore Road Asset Management first reported a position in Uber in Q4 2021 and has held it in 12 quarters since.
Ardmore Road Asset Management's Uber position peaked at $51.1M in Q4 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.