SB Investment Advisers (uk) Ltd.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), SB Investment Advisers (uk) Ltd. reported 10 stock positions worth $11.0 billion. Its top holding was Coupang (CPNG) at 69.9% of the portfolio, followed by Grab Class A (GRAB, 16.6%) and Roivant Sciences (ROIV, 5.7%). Compared with Q4 2024, it reduced 4. The biggest sale was Full Truck Alliance -SPN ADR (YMM, shares −73%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$11.0B (Q1 2025)
SEC Filing
0001641172-25-010504 ↗ filed May 15, 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 Q4 2024 Q1 2025: $11.0B $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 · $11.0B
CPNG Coupang Inc. 69.89% 349,542,259 $7.7B No change
GRAB Grab Holdings Ltd. Class A 16.60% 401,796,672 $1.8B No change
ROIV Roivant Sciences Ltd. 5.69% 61,852,718 $624.1M Reduce -0.3%
COMP Compass Inc. Class A 3.83% 48,070,273 $419.7M Reduce -17.2%
AUR Aurora Innovation Inc. 1.37% 22,409,482 $150.7M Reduce -13.8%
VIR Vir Biotechnology Inc. 0.99% 16,684,041 $108.1M No change
YMM Full Truck Alliance -SPN ADR 0.82% 7,038,625 $89.9M Reduce -73.0%
RLAY Relay Therapeutics Inc. 0.67% 27,904,963 $73.1M No change
NRGV Energy Vault Holdings Inc. 0.12% 18,535,631 $12.9M No change
DNA Ginkgo Bioworks Holdings Inc. 0.03% 610,729 $3.5M No change

Portfolio Sells Q4 2024 → Q1 2025
YMM Full Truck Alliance -SPN ADR Reduce -73.0% 0.82% −1.66
ROIV Roivant Sciences Ltd. Reduce -0.3% 5.69% −0.76
AUR Aurora Innovation Inc. Reduce -13.8% 1.37% −0.06
COMP Compass Inc. Class A Reduce -17.2% 3.83% +0.84

Portfolio Buys Q4 2024 → Q1 2025
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