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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
1	SB Investment Advisers (UK) London, United Kingdom	$6.77B	$0	1	78.28%	Maintained
2	Alphabet Inc Mountain View, California	$2.69B	$0	2	80.86%	Maintained
3	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.22B	$0	1	52.68%	Maintained
4	Goldman Sachs New York	$2.15B	+$3.58M	2	0.62%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.49B	-$123M	2	0.18%	Reduced
6	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$1.11B	$0	1	16.36%	Maintained
7	Vanguard Group Malvern, Pennsylvania	$997M	+$748M	3	0.04%	Increased
8	BlackRock New York	$796M	+$78.7M	4	0.03%	Increased
9	Morgan Stanley New York	$731M	+$113M	2	0.19%	Increased
10	Dragoneer Investment Group San Francisco, California	$648M	$0	1	27.41%	Maintained
11	Iconiq Capital San Francisco, California	$614M	+$160M	1	24.81%	Increased
12	Wellington Management Group Boston, Massachusetts	$610M	+$343M	1	0.14%	Increased
13	Viking Global Investors Stamford, Connecticut	$442M	+$42.6M	1	2.3%	Increased
14	Altimeter Capital Management Boston, Massachusetts	$427M	+$430M	1	10.41%	Increased
15	Capital World Investors Los Angeles, California	$399M	-$115M	1	0.1%	Reduced
16	HA HHLR Advisors Grand Cayman, Cayman Islands	$376M	+$464M	1	5.16%	New
17	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$368M	$0	1	97.05%	Maintained
18	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$354M	-$70.6M	2	100%	Reduced
19	ClearBridge Investments New York	$350M	+$128M	2	0.31%	Increased
20	Citadel Advisors Miami, Florida	$345M	+$18.1M	3	0.16%	Increased
21	Coatue Management New York	$319M	$0	1	2.73%	Maintained
22	AG Alibaba Group Causeway Bay, Hong Kong	$295M	+$395M	1	26.01%	New
23	JP Morgan Chase New York	$251M	+$84.4M	2	0.05%	Increased
24	AEPI AH Equity Partners III Menlo Park, California	$247M	$0	1	40.07%	Maintained
25	T. Rowe Price Associates Baltimore, Maryland	$220M	+$72.2M	2	0.03%	Increased