SB Investment Advisers (uk) Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), SB Investment Advisers (uk) Ltd. reported 11 stock positions worth $12.1 billion. Its top holding was Coupang (CPNG) at 70.7% of the portfolio, followed by Grab Class A (GRAB, 12.6%) and Roivant Sciences (ROIV, 6.3%). Compared with Q2 2024, it sold out of 1 and reduced 5. The biggest sale was DoorDash Class A (DASH, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731509
- Portfolio Value
- $12.1B (Q3 2024)
- SEC Filing
- 0001493152-24-045287 ↗ filed Nov 14, 2024
Holdings Value
Holdings 11 stocks · $12.1B
| CPNG Coupang Inc. | 70.71% | 349,542,259 | $8.6B | No change |
| GRAB Grab Holdings Ltd. Class A | 12.58% | 401,796,672 | $1.5B | No change |
| ROIV Roivant Sciences Ltd. | 6.27% | 65,934,074 | $760.9M | Reduce -7.6% |
| COMP Compass Inc. Class A | 3.43% | 68,070,273 | $415.9M | Reduce -9.9% |
| DASH DoorDash Inc. Class A | 2.12% | 1,800,000 | $256.9M | Reduce -61.6% |
| AUR Aurora Innovation Inc. | 1.66% | 34,086,665 | $201.8M | Reduce -13.5% |
| RLAY Relay Therapeutics Inc. | 1.63% | 27,904,963 | $197.6M | No change |
| VIR Vir Biotechnology Inc. | 1.03% | 16,684,041 | $125.0M | No change |
| YMM Full Truck Alliance -SPN ADR | 0.38% | 5,165,391 | $46.5M | Reduce -38.0% |
| NRGV Energy Vault Holdings Inc. | 0.15% | 18,535,631 | $17.8M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 610,729 | $5.0M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| DASH DoorDash Inc. Class A | Reduce -61.6% | 2.12% | −2.60 |
| ROIV Roivant Sciences Ltd. | Reduce -7.6% | 6.27% | −0.70 |
| YMM Full Truck Alliance -SPN ADR | Reduce -38.0% | 0.38% | −0.24 |
| GETR Getaround Inc. | Sold out | 0.00% | −0.03 |
| AUR Aurora Innovation Inc. | Reduce -13.5% | 1.66% | +0.65 |
| COMP Compass Inc. Class A | Reduce -9.9% | 3.43% | +0.91 |
Portfolio Buys Q2 2024 → Q3 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 |