← 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
Fidelity Investments
Fidelity Investments
Massachusetts
$7.13B -$225M 3 0.56% Reduced
2
Morgan Stanley
Morgan Stanley
New York
$7.13B +$587M 5 0.94% Increased
3
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$6.47B -$2.88B 1 12.68% Reduced
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.45B +$535M 4 0.14% Increased
5
BlackRock
BlackRock
New York
$4.4B +$426M 3 0.12% Increased
6
Public Investment Fund
Public Investment Fund
Saudi Arabia
$3.65B $0 1 22.9% Maintained
7
JP Morgan Chase
JP Morgan Chase
New York
$3.28B +$934M 4 0.39% Increased
8
Jennison Associates
Jennison Associates
New York
$2.27B -$73M 1 1.51% Reduced
9
State Street
State Street
Massachusetts
$1.98B +$527M 3 0.1% Increased
10
Sands Capital Management
Sands Capital Management
Virginia
$1.68B -$6.13M 1 2.84% Reduced
11
Capital World Investors
Capital World Investors
California
$1.23B -$4.59M 2 0.21% Reduced
12
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.23B -$204M 1 9.6% Reduced
13
ClearBridge Investments
ClearBridge Investments
New York
$1.21B +$220M 2 0.84% Increased
14
Norges Bank
Norges Bank
Norway
$1.12B +$227M 3 0.24% Increased
15
GP
Galileo PTC
British Virgin Islands
$1.07B +$1.07B 1 25.83% New
16
Tiger Global Management
Tiger Global Management
New York
$1.07B +$24.4M 2 1.99% Increased
17
Artisan Partners
Artisan Partners
Wisconsin
$1.06B +$167M 2 1.26% Increased
18
Janus Henderson Group
Janus Henderson Group
$1.01B -$11.4M 3 0.43% Reduced
19
Coatue Management
Coatue Management
New York
$970M +$572M 2 3.76% Increased
20
Wellington Management Group
Wellington Management Group
Massachusetts
$942M +$120M 2 0.16% Increased
21
Geode Capital Management
Geode Capital Management
Massachusetts
$907M +$64.1M 4 0.13% Increased
22
JSP
Jackson Square Partners
California
$894M -$27.8M 2 5.11% Reduced
23
Invesco
Invesco
Georgia
$882M +$148M 4 0.22% Increased
24
Ameriprise
Ameriprise
Minnesota
$843M -$2.42M 4 0.26% Reduced
25
Bank of America
Bank of America
North Carolina
$805M +$65.2M 4 0.08% Increased