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 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 $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

Rheos Capital Works's UBER Position: Q1 2026 in Review

Rheos Capital Works held its Uber (UBER) position steady in Q1 2026 at 450,000 shares worth $32.4M. The position accounts for 2.16% of the portfolio, ranked #15.

Rheos Capital Works first reported a position in UBER in Q3 2023 and has held it in 8 quarters since. The position peaked at $72.8M in Q2 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Rheos Capital Works held 450,000 shares of Uber worth $32.4M as of Q1 2026.
Rheos Capital Works left its Uber share count unchanged in Q1 2026.
Uber made up 2.16% of Rheos Capital Works's portfolio in Q1 2026, its #15 holding.
Rheos Capital Works first reported a position in Uber in Q3 2023 and has held it in 8 quarters since.
Rheos Capital Works's Uber position peaked at $72.8M in Q2 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.