Southpoint Capital Advisors’s Uber UBER Stock Holding History

Southpoint Capital Advisors’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	$195M	Sell	2,700,000 -400,000	-13%	-$29.3M	4.43%	9
2026 Q1	$223M	Buy	+3,100,000	New	+$239M	4.59%	7
2025 Q1	–	Sell	-2,000,000	Closed	-$121M	–	48
2024 Q4	$121M	Sell	2,000,000 -1,000,000	-33%	-$71.4M	2.83%	16
2024 Q3	$225M	Sell	3,000,000 -500,000	-14%	-$35.2M	5.34%	3
2024 Q2	$254M	Buy	3,500,000 +500,000	+17%	+$34.8M	6.33%	2
2024 Q1	$231M	Hold	3,000,000	–	–	4.57%	3
2023 Q4	$185M	Hold	3,000,000	–	–	3.97%	12
2023 Q3	$138M	Buy	3,000,000 +500,000	+20%	+$22.8M	3.08%	18
2023 Q2	$108M	Buy	2,500,000 +1,300,000	+108%	+$48.3M	2.34%	17
2023 Q1	$38M	Buy	+1,200,000	New	+$38.1M	0.86%	34
2022 Q4	–	Sell	-5,300,000	Closed	-$140M	–	63
2022 Q3	$140M	Sell	5,300,000 -200,000	-4%	-$5.53M	3.78%	12
2022 Q2	$113M	Sell	5,500,000 -1,200,000	-18%	-$31.9M	3.19%	15
2022 Q1	$239M	Buy	6,700,000 +300,000	+5%	+$10.8M	4.64%	7
2021 Q4	$268M	Buy	6,400,000 +900,000	+16%	+$38.8M	5.15%	4
2021 Q3	$246M	Buy	5,500,000 +100,000	+2%	+$4.37M	5.26%	2
2021 Q2	$271M	Buy	5,400,000 +800,000	+17%	+$41.8M	4.69%	2
2021 Q1	$251M	Sell	4,600,000 -400,000	-8%	-$22.3M	4.02%	4
2020 Q4	$255M	Sell	5,000,000 -789,000	-14%	-$35.4M	4.45%	5
2020 Q3	$211M	Buy	5,789,000 +539,000	+10%	+$17.8M	4.81%	5
2020 Q2	$163M	Sell	5,250,000 -2,595,074	-33%	-$80.9M	3.98%	8
2020 Q1	$219M	Buy	7,845,074 +2,345,074	+43%	+$77.2M	6.4%	2
2019 Q4	$164M	Buy	5,500,000 +1,100,000	+25%	+$32.6M	5.89%	7
2019 Q3	$134M	Buy	4,400,000 +849,395	+24%	+$32M	5.07%	9
2019 Q2	$165M	Buy	+3,550,605	New	+$151M	6.22%	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

Southpoint Capital Advisors's UBER Position: Q2 2026 in Review

Southpoint Capital Advisors reduced its Uber (UBER) stake by 13% in Q2 2026, selling an estimated $29.3M and leaving 2,700,000 shares worth $195M. The position accounts for 4.43% of the portfolio, ranked #9.

Southpoint Capital Advisors first reported a position in UBER in Q2 2019 and has held it in 24 quarters since. The position peaked at $271M in Q2 2021. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Southpoint Capital Advisors held 2,700,000 shares of Uber worth $195M as of Q2 2026.
Southpoint Capital Advisors sold 400,000 Uber shares in Q2 2026, an estimated $29.3M.
Uber made up 4.43% of Southpoint Capital Advisors's portfolio in Q2 2026, its #9 holding.
Southpoint Capital Advisors first reported a position in Uber in Q2 2019 and has held it in 24 quarters since.
Southpoint Capital Advisors's Uber position peaked at $271M in Q2 2021.
2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.