SB Investment Advisers (uk) Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), SB Investment Advisers (uk) Ltd. reported 9 stock positions worth $7.7 billion. Its top holding was Coupang (CPNG) at 65.6% of the portfolio, followed by Grab Class A (GRAB, 19.8%) and Relay Therapeutics (RLAY, 6.8%). Compared with Q1 2026, it sold out of 1 and reduced 2. The biggest sale was an exit from Roivant Sciences (ROIV).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$7.7B (Q2 2026)
SEC Filing
0001493152-26-038416 ↗ filed Aug 14, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.1B Q1 2024 Q2 2024: $10.8B Q2 2024 Q3 2024: $12.1B Q3 2024 Q4 2024: $11.4B Q4 2024 Q1 2025: $11.0B Q1 2025 Q2 2025: $12.6B Q2 2025 Q3 2025: $13.3B Q3 2025 Q4 2025: $10.0B Q4 2025 Q1 2026: $7.7B Q1 2026 Q2 2026: $7.7B $7.7B Q2 2026

Holdings 9 stocks · $7.7B
CPNG Coupang Inc. 65.64% 289,542,259 $5.0B No change
GRAB Grab Holdings Ltd. Class A 19.77% 401,796,672 $1.5B No change
RLAY Relay Therapeutics Inc. 6.81% 27,904,963 $522.1M No change
COMP Compass Inc. Class A 3.46% 21,504,702 $265.2M Reduce -2.3%
VIR Vir Biotechnology Inc. 1.46% 10,948,093 $111.6M No change
AUR Aurora Innovation Inc. 1.27% 14,279,073 $97.4M Reduce -27.9%
NRGV Energy Vault Holdings Inc. 0.95% 15,535,631 $73.2M No change
YMM Full Truck Alliance -SPN ADR 0.56% 5,272,390 $42.8M No change
DNA Ginkgo Bioworks Holdings Inc. 0.08% 610,729 $6.1M No change

Portfolio Sells Q1 2026 → Q2 2026
ROIV Roivant Sciences Ltd. Sold out 0.00% −0.96
AUR Aurora Innovation Inc. Reduce -27.9% 1.27% +0.21
COMP Compass Inc. Class A Reduce -2.3% 3.46% +1.38

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 9$7.7BCPNG, GRAB, RLAY, COMP, VIR
Q1 2026 10$7.7BCPNG, GRAB, RLAY, COMP, VIR
Q4 2025 10$10.0BCPNG, GRAB, ROIV, COMP, RLAY
Q3 2025 10$13.3BCPNG, GRAB, ROIV, COMP, RLAY
Q2 2025Amended 10$12.6BCPNG, GRAB, ROIV, COMP, AUR
Q1 2025 10$11.0BCPNG, GRAB, ROIV, COMP, AUR
Q4 2024 10$11.4BCPNG, GRAB, ROIV, COMP, YMM
Q3 2024 11$12.1BCPNG, GRAB, ROIV, COMP, DASH
Q2 2024 12$10.8BCPNG, GRAB, ROIV, DASH, COMP
Q1 2024 13$10.1BCPNG, GRAB, DASH, ROIV, COMP