SB Investment Advisers (uk) Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), SB Investment Advisers (uk) Ltd. reported 12 stock positions worth $10.8 billion. Its top holding was Coupang (CPNG) at 67.7% of the portfolio, followed by Grab Class A (GRAB, 13.2%) and Roivant Sciences (ROIV, 7.0%). Compared with Q1 2024, it sold out of 1 and reduced 5. The biggest sale was DoorDash Class A (DASH, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731509
- Portfolio Value
- $10.8B (Q2 2024)
- SEC Filing
- 0001493152-24-031809 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $10.8B
| CPNG Coupang Inc. | 67.67% | 349,542,259 | $7.3B | No change |
| GRAB Grab Holdings Ltd. Class A | 13.18% | 401,796,672 | $1.4B | Reduce -4.3% |
| ROIV Roivant Sciences Ltd. | 6.97% | 71,361,388 | $754.3M | Reduce -2.3% |
| DASH DoorDash Inc. Class A | 4.72% | 4,691,255 | $510.3M | Reduce -23.3% |
| COMP Compass Inc. Class A | 2.51% | 75,570,273 | $272.1M | Reduce -18.3% |
| RLAY Relay Therapeutics Inc. | 1.68% | 27,904,963 | $181.9M | No change |
| VIR Vir Biotechnology Inc. | 1.37% | 16,684,041 | $148.5M | No change |
| AUR Aurora Innovation Inc. | 1.01% | 39,417,358 | $109.2M | No change |
| YMM Full Truck Alliance -SPN ADR | 0.62% | 8,332,557 | $67.0M | Reduce -13.3% |
| NRGV Energy Vault Holdings Inc. | 0.16% | 18,535,631 | $17.6M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.08% | 24,429,191 | $8.2M | No change |
| GETR Getaround Inc. | 0.03% | 21,516,384 | $3.0M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| DASH DoorDash Inc. Class A | Reduce -23.3% | 4.72% | −3.60 |
| COMP Compass Inc. Class A | Reduce -18.3% | 2.51% | −0.77 |
| ROIV Roivant Sciences Ltd. | Reduce -2.3% | 6.97% | −0.63 |
| YMM Full Truck Alliance -SPN ADR | Reduce -13.3% | 0.62% | −0.07 |
| VIEWQ View Inc. | Sold out | 0.00% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Reduce -4.3% | 13.18% | +0.18 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $7.7B | CPNG, GRAB, RLAY, COMP, VIR |
| Q1 2026 | 10 | $7.7B | CPNG, GRAB, RLAY, COMP, VIR |
| Q4 2025 | 10 | $10.0B | CPNG, GRAB, ROIV, COMP, RLAY |
| Q3 2025 | 10 | $13.3B | CPNG, GRAB, ROIV, COMP, RLAY |
| Q2 2025Amended | 10 | $12.6B | CPNG, GRAB, ROIV, COMP, AUR |
| Q1 2025 | 10 | $11.0B | CPNG, GRAB, ROIV, COMP, AUR |
| Q4 2024 | 10 | $11.4B | CPNG, GRAB, ROIV, COMP, YMM |
| Q3 2024 | 11 | $12.1B | CPNG, GRAB, ROIV, COMP, DASH |
| Q2 2024 | 12 | $10.8B | CPNG, GRAB, ROIV, DASH, COMP |
| Q1 2024 | 13 | $10.1B | CPNG, GRAB, DASH, ROIV, COMP |