Gavilan Investment Partners’s Uber UBER Stock Holding History

Gavilan Investment Partners’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	$16.6M	Hold	230,000	–	–	4.04%	13
2026 Q1	$16.5M	Hold	230,000	–	–	4.44%	14
2025 Q4	$18.8M	Sell	230,000 -45,000	-16%	-$4.05M	4.51%	13
2025 Q3	$26.9M	Hold	275,000	–	–	6.02%	9
2025 Q2	$25.7M	Sell	275,000 -35,000	-11%	-$2.88M	6.17%	10
2025 Q1	$22.6M	Sell	310,000 -47,000	-13%	-$3.39M	6.35%	9
2024 Q4	$21.5M	Hold	357,000	–	–	5.97%	10
2024 Q3	$26.8M	Hold	357,000	–	–	7.71%	5
2024 Q2	$25.9M	Hold	357,000	–	–	8.24%	5
2024 Q1	$27.5M	Hold	357,000	–	–	8.95%	4
2023 Q4	$22M	Sell	357,000 -96,000	-21%	-$5.02M	8.17%	4
2023 Q3	$20.8M	Buy	453,000 +4,000	+0.9%	+$183K	8.98%	4
2023 Q2	$19.4M	Buy	449,000 +40,127	+10%	+$1.49M	8.64%	3
2023 Q1	$13M	Buy	408,873 +148,237	+57%	+$4.7M	6.68%	8
2022 Q4	$6.45M	Buy	+260,636	New	+$7.13M	6.62%	9

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

Gavilan Investment Partners's UBER Position: Q2 2026 in Review

Gavilan Investment Partners held its Uber (UBER) position steady in Q2 2026 at 230,000 shares worth $16.6M. The position accounts for 4.04% of the portfolio, ranked #13.

Gavilan Investment Partners first reported a position in UBER in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.5M in Q1 2024. 2,414 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Gavilan Investment Partners held 230,000 shares of Uber worth $16.6M as of Q2 2026.
Gavilan Investment Partners left its Uber share count unchanged in Q2 2026.
Uber made up 4.04% of Gavilan Investment Partners's portfolio in Q2 2026, its #13 holding.
Gavilan Investment Partners first reported a position in Uber in Q4 2022 and has held it in 15 quarters since.
Gavilan Investment Partners's Uber position peaked at $27.5M in Q1 2024.
2,414 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.