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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
51	CCM Cadian Capital Management New York	$133M	+$21.4M	1	8.96%	Increased
52	Charles Schwab San Francisco, California	$132M	-$1.88M	4	0.05%	Reduced
53	Bank of Montreal Toronto, Ontario, Canada	$130M	-$89M	4	0.06%	Reduced
54	Putnam Investments Boston, Massachusetts	$127M	-$28.5M	1	0.23%	Reduced
55	UBS Group Zurich, Switzerland	$127M	-$49.2M	8	0.05%	Reduced
56	Voyager Global Management New York	$120M	+$53.8M	1	7.66%	Increased
57	Lyrical Asset Management New York	$116M	+$2.17M	1	2.02%	Increased
58	American Century Companies Kansas City, Missouri	$115M	+$30.4M	3	0.09%	Increased
59	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$113M	$0	2	32.11%	Maintained
60	SCA Southpoint Capital Advisors New York	$113M	-$31.9M	1	3.19%	Reduced
61	EC Eminence Capital New York	$112M	+$20.8M	1	2.23%	Increased
62	Eaton Vance Management Boston, Massachusetts	$111M	+$4.9M	2	0.16%	Increased
63	Thrivent Financial for Lutherans Minneapolis, Minnesota	$111M	+$21.4M	2	0.29%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$109M	+$18.9M	3	0.08%	Increased
65	Citigroup New York	$105M	+$15.1M	6	0.08%	Increased
66	Franklin Resources San Mateo, California	$104M	+$26.5M	3	0.05%	Increased
67	Wells Fargo San Francisco, California	$104M	-$7.84M	6	0.03%	Reduced
68	Maverick Capital Dallas, Texas	$100M	+$31.3M	2	2.47%	Increased
69	Susquehanna International Group Bala Cynwyd, Pennsylvania	$97.5M	+$95.2M	7	0.02%	Increased
70	Sachem Head Capital Management New York	$93.6M	+$24.5M	1	2.82%	Increased
71	Glenview Capital Management New York	$87.8M	+$12M	1	2.2%	Increased
72	Primecap Management Pasadena, California	$85.1M	-$6.34M	2	0.08%	Reduced
73	GC GPI Capital New York	$83.3M	$0	2	22.18%	Maintained
74	Alphabet Inc Mountain View, California	$81.5M	$0	1	4.42%	Maintained
75	Marshall Wace London, United Kingdom	$78M	-$26.6M	6	0.16%	Reduced