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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Theleme Partners's UBER Position: Q1 2026 in Review

Theleme Partners increased its Uber (UBER) stake by 61% in Q1 2026, buying an estimated $92.8M and bringing the position to 3,183,250 shares worth $229M. The position accounts for 15.25% of the portfolio, ranked #3.

Theleme Partners first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Theleme Partners held 3,183,250 shares of Uber worth $229M as of Q1 2026.
  • Theleme Partners bought 1,206,000 Uber shares in Q1 2026, an estimated $92.8M.
  • Uber made up 15.25% of Theleme Partners's portfolio in Q1 2026, its #3 holding.
  • Theleme Partners first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Theleme Partners's 13F filing for Q1 2026, filed 15 May 2026.