Rheos Capital Works’s Uber UBER Stock Holding History

Rheos Capital Works’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	$21.6M	Sell	300,000 -150,000	-33%	-$11M	1.23%	33
2026 Q1	$32.4M	Hold	450,000	–	–	2.16%	15
2025 Q4	$36.8M	Hold	450,000	–	–	2.36%	14
2025 Q3	$44.1M	Sell	450,000 -330,000	-42%	-$30.9M	2.47%	10
2025 Q2	$72.8M	Buy	780,000 +235,000	+43%	+$19.3M	4.19%	5
2025 Q1	$39.7M	Buy	545,000 +120,000	+28%	+$8.65M	3.23%	6
2024 Q4	$25.6M	Hold	425,000	–	–	1.42%	22
2024 Q3	$31.9M	Buy	+425,000	New	+$29.9M	1.67%	17
2023 Q4	–	Sell	-110,000	Closed	-$5.06M	–	125
2023 Q3	$5.06M	Buy	+110,000	New	+$5.03M	0.3%	87

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

Rheos Capital Works's UBER Position: Q2 2026 in Review

Rheos Capital Works reduced its Uber (UBER) stake by 33% in Q2 2026, selling an estimated $11M and leaving 300,000 shares worth $21.6M. The position accounts for 1.23% of the portfolio, ranked #33.

Rheos Capital Works first reported a position in UBER in Q3 2023 and has held it in 9 quarters since. The position peaked at $72.8M in Q2 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Rheos Capital Works held 300,000 shares of Uber worth $21.6M as of Q2 2026.
Rheos Capital Works sold 150,000 Uber shares in Q2 2026, an estimated $11M.
Uber made up 1.23% of Rheos Capital Works's portfolio in Q2 2026, its #33 holding.
Rheos Capital Works first reported a position in Uber in Q3 2023 and has held it in 9 quarters since.
Rheos Capital Works's Uber position peaked at $72.8M in Q2 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.