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Theleme Partners’s Uber UBER Stock Holding History

Theleme Partners’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 		$231M Buy
3,196,550
+13,300
+0.4% +$975K 13.7% 3
2026
Q1 		$229M Buy
3,183,250
+1,206,000
+61% +$92.8M 15.25% 3
2025
Q4 		$162M Buy
1,977,250
+425,000
+27% +$38.3M 10.52% 6
2025
Q3 		$152M Sell
1,552,250
-137,500
-8% -$12.9M 9.72% 5
2025
Q2 		$158M Buy
1,689,750
+160,000
+10% +$13.2M 9.58% 7
2025
Q1 		$111M Buy
1,529,750
+276,000
+22% +$19.9M 8.76% 7
2024
Q4 		$75.6M Buy
+1,253,750
New +$89.5M 5.07% 8

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

Theleme Partners's UBER Position: Q2 2026 in Review

Theleme Partners increased its Uber (UBER) stake by 0.42% in Q2 2026, buying an estimated $975K and bringing the position to 3,196,550 shares worth $231M. The position accounts for 13.7% of the portfolio, ranked #3.

Theleme Partners first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. 2,430 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Theleme Partners held 3,196,550 shares of Uber worth $231M as of Q2 2026.
  • Theleme Partners bought 13,300 Uber shares in Q2 2026, an estimated $975K.
  • Uber made up 13.7% of Theleme Partners's portfolio in Q2 2026, its #3 holding.
  • Theleme Partners first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Theleme Partners's 13F filing for Q2 2026, filed 13 Aug 2026.