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Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

Ride-Hailing & Shared Mobility

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	MPEM Marathon Partners Equity Management New York	$45M	-$2.8M	1	23.27%	Reduced
502	TC Titleist Capital San Antonio, Texas	$44.6M	+$42.5M	2	8.58%	New
503	SP Solel Partners Boston, Massachusetts	$44.4M	+$14.8M	1	9.55%	Increased
504	LMR Partners London, United Kingdom	$44.4M	+$3.93M	11	0.45%	Increased
505	MCMU MIC Capital Management (UK) London, United Kingdom	$44.3M	+$47.3M	2	8.48%	New
506	NewEdge Advisors New Orleans, Louisiana	$44.3M	+$25.5M	8	0.67%	Increased
507	IEQ Capital Foster City, California	$44.2M	+$1.04M	5	1.02%	Increased
508	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$44.1M	-$1.13M	1	2.5%	Reduced
509	BTP Bloom Tree Partners New York	$44.1M	+$13.2M	3	5.89%	Increased
510	BGI BlueDrive Global Investors London, United Kingdom	$43.5M	+$5.64M	2	17.18%	Increased
511	Baupost Group Boston, Massachusetts	$43.4M	+$48.8M	1	0.43%	New
512	AL ACME LLC San Francisco, California	$43.3M	$0	1	7.98%	Maintained
513	Lido Advisors Los Angeles, California	$43.1M	-$7.74M	5	0.47%	Reduced
514	Laurion Capital Management New York	$43.1M	+$41.6M	2	0.44%	Increased
515	Castle Hook Partners New York	$42.8M	+$39M	2	1.87%	Increased
516	VM Venator Management Pittsburgh, Pennsylvania	$42.8M	+$5.16M	1	11.69%	Increased
517	TIAA FSB Jacksonville, Florida	$42.7M	+$7.68M	2	0.14%	Increased
518	BM Bridger Management New York	$42.6M	$0	1	5.51%	Maintained
519	TC Tsai Capital New York	$42.4M	+$670K	1	29.44%	Increased
520	Braun Stacey Associates New York	$41.9M	+$6.22M	2	1.53%	Increased
521	Cannell & Spears New York	$41.6M	-$233K	1	2.8%	Reduced
522	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$41.4M	+$41.3M	1	9.72%	New
523	FCI Financial Counselors Inc Overland Park, Kansas	$41M	+$17.3M	1	0.84%	Increased
524	LFDLE La Financiere de L'Echiquier Paris, France	$41M	+$4.36M	1	1.38%	Increased
525	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$40.7M	-$7.63M	3	3.11%	Reduced