Joho Capital’s Uber UBER Stock Holding History

Joho 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	–	Sell	-901,900	Closed	-$73.7M	–	13
2025 Q4	$73.7M	Hold	901,900	–	–	15.73%	3
2025 Q3	$88.4M	Sell	901,900 -90,000	-9%	-$8.42M	15.69%	2
2025 Q2	$92.5M	Hold	991,900	–	–	13.04%	3
2025 Q1	$72.3M	Hold	991,900	–	–	12.48%	4
2024 Q4	$59.8M	Sell	991,900 -252,000	-20%	-$18M	10.38%	5
2024 Q3	$93.5M	Hold	1,243,900	–	–	14.77%	2
2024 Q2	$90.4M	Buy	1,243,900 +225,000	+22%	+$15.6M	12.79%	2
2024 Q1	$78.4M	Hold	1,018,900	–	–	10.88%	3
2023 Q4	$62.7M	Buy	1,018,900 +8,900	+0.9%	+$466K	11.37%	2
2023 Q3	$46.4M	Buy	1,010,000 +572,000	+131%	+$26.1M	10.45%	3
2023 Q2	$18.9M	Buy	+438,000	New	+$16.3M	3.8%	9
2022 Q2	–	Sell	-26,950	Closed	-$962K	–	19
2022 Q1	$962K	Hold	26,950	–	–	0.14%	18
2021 Q4	$1.13M	Buy	26,950 +6,000	+29%	+$259K	0.16%	19
2021 Q3	$939K	Hold	20,950	–	–	0.13%	19
2021 Q2	$1.05M	Hold	20,950	–	–	0.15%	21
2021 Q1	$1.14M	Buy	+20,950	New	+$1.17M	0.18%	20

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

Joho Capital's UBER Position: Q1 2026 in Review

Joho Capital sold out of Uber (UBER) in Q1 2026, closing a stake of 901,900 shares — an estimated $73.7M sold.

Joho Capital first reported a position in UBER in Q1 2021 and held it in 16 quarters. The position peaked at $93.5M in Q3 2024. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Joho Capital reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
Joho Capital sold 901,900 Uber shares in Q1 2026, an estimated $73.7M.
Joho Capital first reported a position in Uber in Q1 2021 and held it in 16 quarters.
Joho Capital's Uber position peaked at $93.5M in Q3 2024.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Joho Capital's 13F filing for Q1 2026, filed 15 May 2026.