← All themes Autonomous Driving

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	$6.2B	$0	1	66.84%	Maintained
2	Fidelity Investments Boston, Massachusetts	$3.5B	+$840M	2	0.48%	Increased
3	Morgan Stanley New York	$2.23B	+$778M	2	0.61%	Increased
4	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.03B	$0	1	20.8%	Maintained
5	Vanguard Group Malvern, Pennsylvania	$1.81B	+$96.5M	3	0.08%	Increased
6	BlackRock New York	$1.03B	-$10.4M	3	0.05%	Reduced
7	Wellington Management Group Boston, Massachusetts	$957M	+$117M	2	0.25%	Increased
8	Jennison Associates New York	$870M	+$708M	1	1.06%	Increased
9	Altimeter Capital Management Boston, Massachusetts	$870M	+$331M	1	26.1%	Increased
10	Viking Global Investors Stamford, Connecticut	$732M	-$390M	1	3.81%	Reduced
11	Dragoneer Investment Group San Francisco, California	$598M	+$1.4M	1	26.68%	Increased
12	Sands Capital Management Arlington, Virginia	$585M	+$689M	1	1.95%	New
13	HA HHLR Advisors Grand Cayman, Cayman Islands	$538M	+$124M	1	7.25%	Increased
14	State Street Boston, Massachusetts	$483M	+$85.4M	2	0.04%	Increased
15	ClearBridge Investments New York	$452M	+$55.8M	1	0.49%	Increased
16	JP Morgan Chase New York	$409M	+$124M	2	0.1%	Increased
17	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$403M	-$318M	1	9.29%	Reduced
18	JSP Jackson Square Partners Larkspur, California	$386M	+$476M	2	2.44%	New
19	Norges Bank Oslo, Norway	$383M	+$23.6M	2	0.14%	Increased
20	Alphabet Inc Mountain View, California	$346M	-$123M	2	22.68%	Reduced
21	Nuveen Charlotte, North Carolina	$342M	+$275M	2	0.17%	Increased
22	Tiger Global Management New York	$278M	-$383M	1	1.68%	Reduced
23	Janus Henderson Group London,	$271M	-$69.6M	2	0.19%	Reduced
24	Ameriprise Minneapolis, Minnesota	$265M	+$132M	2	0.14%	Increased
25	Capital World Investors Los Angeles, California	$260M	+$190K	1	0.08%	Increased