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Ride-Hailing & Shared Mobility

Ride hailing matches passengers with drivers through an app, and shared mobility extends the idea to cars, bikes, and scooters rented by the minute. Density and driver supply decide the economics in each city.

14 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Capital World Investors Los Angeles, California	$277M	-$118M	1	0.06%	Reduced
27	AEPI AH Equity Partners III Menlo Park, California	$260M	$0	1	55.78%	Maintained
28	Sculptor Capital New York	$248M	+$173M	1	2.6%	Increased
29	General Atlantic New York	$214M	$0	1	5.75%	Maintained
30	Bank of America Charlotte, North Carolina	$208M	+$83.9M	3	0.03%	Increased
31	Ameriprise Minneapolis, Minnesota	$189M	+$134M	2	0.08%	Increased
32	SCA Southpoint Capital Advisors New York	$187M	+$32.6M	2	6.74%	Increased
33	Susquehanna International Group Bala Cynwyd, Pennsylvania	$185M	+$150M	3	0.05%	Increased
34	LSCM Light Street Capital Management Palo Alto, California	$182M	+$60.6M	2	10.89%	Increased
35	Goldman Sachs New York	$180M	-$1.92B	2	0.05%	Reduced
36	DCP Darsana Capital Partners New York	$178M	+$103M	1	6.08%	Increased
37	Geode Capital Management Boston, Massachusetts	$163M	+$41.4M	3	0.03%	Increased
38	Baillie Gifford & Co Edinburgh, United Kingdom	$159M	+$7.51M	1	0.15%	Increased
39	Jericho Capital Asset Management New York	$154M	+$153M	1	8.32%	New
40	Natixis Paris, France	$149M	+$140M	1	0.92%	Increased
41	Nuveen Charlotte, North Carolina	$145M	+$23.9M	2	0.05%	Increased
42	VCM Valiant Capital Management San Francisco, California	$136M	$0	1	15.85%	Maintained
43	UBS AM Chicago, Illinois	$135M	+$68.7M	2	0.08%	Increased
44	Northern Trust Chicago, Illinois	$135M	+$54.5M	3	0.03%	Increased
45	EC Eminence Capital New York	$133M	+$133M	1	1.5%	New
46	Antipodes Partners Royal Exchange, Australia	$130M	+$87.8M	1	5.86%	Increased
47	Iconiq Capital San Francisco, California	$129M	-$469M	1	9.59%	Reduced
48	Fidelity International Hamilton, Bermuda	$129M	+$128M	1	0.18%	New
49	Balyasny Asset Management Chicago, Illinois	$122M	+$75.4M	2	0.72%	Increased
50	TCM Tao Capital Management San Francisco, California	$119M	+$119M	1	58.64%	New