SB Investment Advisers (uk) Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), SB Investment Advisers (uk) Ltd. reported 13 stock positions worth $10.1 billion. Its top holding was Coupang (CPNG) at 61.4% of the portfolio, followed by Grab Class A (GRAB, 13.0%) and DoorDash Class A (DASH, 8.3%). Compared with Q4 2023, it reduced 5. The biggest sale was Grab Class A (GRAB, shares −24%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$10.1B (Q1 2024)
SEC Filing
0001493152-24-019427 ↗ filed May 15, 2024

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.1B $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 Q2 2026

Holdings 13 stocks · $10.1B
CPNG Coupang Inc. 61.37% 349,542,259 $6.2B Reduce -11.8%
GRAB Grab Holdings Ltd. Class A 13.00% 419,633,958 $1.3B Reduce -23.6%
DASH DoorDash Inc. Class A 8.32% 6,117,955 $842.6M Reduce -35.4%
ROIV Roivant Sciences Ltd. 7.60% 73,031,667 $769.8M No change
COMP Compass Inc. Class A 3.29% 92,470,273 $332.9M Reduce -9.8%
RLAY Relay Therapeutics Inc. 2.29% 27,904,963 $231.6M No change
VIR Vir Biotechnology Inc. 1.67% 16,684,041 $169.0M No change
AUR Aurora Innovation Inc. 1.10% 39,417,358 $111.2M No change
YMM Full Truck Alliance -SPN ADR 0.69% 9,612,363 $69.9M Reduce -23.7%
NRGV Energy Vault Holdings Inc. 0.33% 18,535,631 $33.2M No change
DNA Ginkgo Bioworks Holdings Inc. 0.28% 24,429,191 $28.3M No change
GETR Getaround Inc. 0.07% 21,516,384 $6.6M No change
VIEWQ View Inc. 0.01% 1,103,235 $1.3M No change

Portfolio Sells Q4 2023 → Q1 2024
GRAB Grab Holdings Ltd. Class A Reduce -23.6% 13.00% −3.47
COMP Compass Inc. Class A Reduce -9.8% 3.29% −0.14
YMM Full Truck Alliance -SPN ADR Reduce -23.7% 0.69% −0.10
DASH DoorDash Inc. Class A Reduce -35.4% 8.32% −0.02
CPNG Coupang Inc. Reduce -11.8% 61.37% +4.29

Portfolio Buys Q4 2023 → Q1 2024
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