No Street GP LP’s Uber UBER Stock Holding History

No Street GP LP’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	$137M	Buy	1,900,000 +150,000	+9%	+$11M	8.24%	1
2026 Q1	$126M	Buy	1,750,000 +350,000	+25%	+$26.9M	8.4%	1
2025 Q4	$114M	Buy	1,400,000 +300,000	+27%	+$27M	7.7%	1
2025 Q3	$108M	Buy	1,100,000 +50,000	+5%	+$4.68M	7.09%	3
2025 Q2	$98M	Sell	1,050,000 -475,000	-31%	-$39.1M	7.21%	5
2025 Q1	$111M	Hold	1,525,000	–	–	8.66%	3
2024 Q4	$92M	Buy	1,525,000 +1,075,000	+239%	+$76.8M	6.09%	4
2024 Q3	$33.8M	Sell	450,000 -175,000	-28%	-$12.3M	2.61%	14
2024 Q2	$45.4M	Buy	625,000 +175,000	+39%	+$12.2M	2.79%	8
2024 Q1	$34.6M	Sell	450,000 -200,000	-31%	-$14.4M	2.56%	15
2023 Q4	$40M	Sell	650,000 -300,000	-32%	-$15.7M	4%	11
2023 Q3	$43.7M	Sell	950,000 -475,000	-33%	-$21.7M	5.22%	6
2023 Q2	$61.5M	Sell	1,425,000 -1,600,000	-53%	-$59.5M	6.05%	7
2023 Q1	$95.9M	Sell	3,025,000 -500,000	-14%	-$15.9M	12.24%	1
2022 Q4	$87.2M	Buy	3,525,000 +235,000	+7%	+$6.43M	11.48%	1
2022 Q3	$87.2M	Buy	3,290,000 +615,000	+23%	+$17M	13.7%	1
2022 Q2	$54.7M	Buy	2,675,000 +1,475,000	+123%	+$39.2M	8.67%	1
2022 Q1	$42.8M	Buy	+1,200,000	New	+$43.1M	5.8%	3

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

No Street GP LP's UBER Position: Q2 2026 in Review

No Street GP LP increased its Uber (UBER) stake by 8.6% in Q2 2026, buying an estimated $11M and bringing the position to 1,900,000 shares worth $137M. The position accounts for 8.24% of the portfolio, ranked #1.

No Street GP LP first reported a position in UBER in Q1 2022 and has held it in 18 quarters since. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

No Street GP LP held 1,900,000 shares of Uber worth $137M as of Q2 2026.
No Street GP LP bought 150,000 Uber shares in Q2 2026, an estimated $11M.
Uber made up 8.24% of No Street GP LP's portfolio in Q2 2026, its #1 holding.
No Street GP LP first reported a position in Uber in Q1 2022 and has held it in 18 quarters since.
2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.