UBS AM

UBS AM’s Maplebear CART Stock Holding History

UBS AM’s Portfolio CART Stock Details CART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Sell	362,551 -3,629	-1%	-$138K	﹤0.01%	1046
2025 Q4	$16.5M	Sell	366,180 -217,142	-37%	-$8.89M	﹤0.01%	916
2025 Q3	$21.4M	Sell	583,322 -527,320	-47%	-$24.3M	﹤0.01%	799
2025 Q2	$50.2M	Sell	1,110,642 -10,098	-0.9%	-$439K	0.01%	695
2025 Q1	$44.7M	Buy	1,120,740 +421,621	+60%	+$18.7M	0.01%	708
2024 Q4	$29M	Buy	699,119 +462,684	+196%	+$20M	0.01%	812
2024 Q3	$9.63M	Sell	236,435 -11,326	-5%	-$398K	﹤0.01%	1240
2024 Q2	$7.96M	Buy	247,761 +200,936	+429%	+$6.92M	﹤0.01%	1234
2024 Q1	$1.75M	Buy	+46,825	New	+$1.37M	﹤0.01%	1753

Other funds holding CART

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return