SB Investment Advisers (uk) Ltd.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), SB Investment Advisers (uk) Ltd. reported 10 stock positions worth $11.4 billion. Its top holding was Coupang (CPNG) at 67.5% of the portfolio, followed by Grab Class A (GRAB, 16.7%) and Roivant Sciences (ROIV, 6.4%). Compared with Q3 2024, it sold out of 1, added to 1 and reduced 3. The biggest buy was Full Truck Alliance -SPN ADR (YMM, shares +405%) and the biggest sale an exit from DoorDash Class A (DASH).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$11.4B (Q4 2024)
SEC Filing
0001493152-25-006623 ↗ filed Feb 14, 2025

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 $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 10 stocks · $11.4B
CPNG Coupang Inc. 67.48% 349,542,259 $7.7B No change
GRAB Grab Holdings Ltd. Class A 16.66% 401,796,672 $1.9B No change
ROIV Roivant Sciences Ltd. 6.45% 62,057,537 $734.1M Reduce -5.9%
COMP Compass Inc. Class A 2.98% 58,070,273 $339.7M Reduce -14.7%
YMM Full Truck Alliance -SPN ADR 2.48% 26,084,929 $282.2M Add +405.0%
AUR Aurora Innovation Inc. 1.44% 25,997,126 $163.8M Reduce -23.7%
VIR Vir Biotechnology Inc. 1.08% 16,684,041 $122.5M No change
RLAY Relay Therapeutics Inc. 1.01% 27,904,963 $115.0M No change
NRGV Energy Vault Holdings Inc. 0.37% 18,535,631 $42.3M No change
DNA Ginkgo Bioworks Holdings Inc. 0.05% 610,729 $6.0M No change

Portfolio Sells Q3 2024 → Q4 2024
DASH DoorDash Inc. Class A Sold out 0.00% −2.12
COMP Compass Inc. Class A Reduce -14.7% 2.98% −0.44
AUR Aurora Innovation Inc. Reduce -23.7% 1.44% −0.22
ROIV Roivant Sciences Ltd. Reduce -5.9% 6.45% +0.18

Portfolio Buys Q3 2024 → Q4 2024
YMM Full Truck Alliance -SPN ADR Add +405.0% 2.48% +2.10

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