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Blue Whale Capital’s Uber UBER Stock Holding History

Blue Whale Capital’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 		$56.3M Sell
782,513
-290,275
-27% -$22.3M 2.68% 13
2025
Q4 		$87.7M Buy
1,072,788
+79,016
+8% +$7.12M 4.5% 8
2025
Q3 		$97.4M Buy
993,772
+145,653
+17% +$13.6M 5.38% 6
2025
Q2 		$79.1M Buy
+848,119
New +$69.8M 5.18% 7

Other funds holding UBER

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Whale Capital's UBER Position: Q1 2026 in Review

Blue Whale Capital reduced its Uber (UBER) stake by 27% in Q1 2026, selling an estimated $22.3M and leaving 782,513 shares worth $56.3M. The position accounts for 2.68% of the portfolio, ranked #13.

Blue Whale Capital first reported a position in UBER in Q2 2025 and has held it in 4 quarters since. The position peaked at $97.4M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Blue Whale Capital held 782,513 shares of Uber worth $56.3M as of Q1 2026.
  • Blue Whale Capital sold 290,275 Uber shares in Q1 2026, an estimated $22.3M.
  • Uber made up 2.68% of Blue Whale Capital's portfolio in Q1 2026, its #13 holding.
  • Blue Whale Capital first reported a position in Uber in Q2 2025 and has held it in 4 quarters since.
  • Blue Whale Capital's Uber position peaked at $97.4M in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.